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RIA / WealthAdvisorCertified Financial Planner9 years in industry

CODY GRANT DANIELS

Advisor at ONYX FINANCIAL ADVISORS, LLC

IDAHO FALLS, ID

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Search this name across graphsid dfx:ria:66660fbc-d90f-3cee-c9a1-c5fc5b389514

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONYX FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 8, 2017
First registration: Apr 13, 2018
Dual registered: no
Other names: CODY G DANIELS|Cody Grant Daniels|Cody Daniels
IAPD individual key: 6093280

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ONYX FINANCIAL ADVISORS, LLC	Independent wealth	Sep 15, 2021	n/a	yes	IDAHO FALLS, ID	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 1, 2020	Aug 9, 2021	no	SALT LAKE CITY, UT	Previous registration
Spc	Bd affiliated wealth	Mar 5, 2019	Jun 25, 2020	no	Orem, UT\|Idaho Falls, ID\|ANN ARBOR, MI\|Meridian, ID\|Mesa, AZ\|Englewood, CO	Previous registration
PHYSICIAN WEALTH ADVISORS, INC.	Independent wealth	Sep 19, 2018	Mar 13, 2019	no	SALT LAKE CITY, UT	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Aug 14, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 13, 2018	Jul 13, 2018	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ONYX FINANCIAL ADVISORS, LLC	Aug 9, 2021	Sep 15, 2021	37	Firm change	Ibd to RIA
Spc	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 25, 2020	Jul 1, 2020	6	Firm change	Ibd to ibd
PHYSICIAN WEALTH ADVISORS, INC.	Spc	Mar 13, 2019	Mar 5, 2019	-8	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	PHYSICIAN WEALTH ADVISORS, INC.	Aug 14, 2018	Sep 19, 2018	36	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (5)

→ ONYX FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Sep 15, 2021 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2020 to Aug 9, 2021factForm ADV
→ SPCRegistered adviserregistration: previous registration
Mar 5, 2019 to Jun 25, 2020factForm ADV
→ PHYSICIAN WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 19, 2018 to Mar 13, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 13, 2018 to Jul 13, 2018factForm ADV

Dated events

No dated event names this entity yet.