Investment adviser representative · Onyx Financial Advisors, LLC
Cody G. Daniels
CRD 6093280 · Idaho Falls, ID
At a glance
Cody G. Daniels is an investment adviser representative with Onyx Financial Advisors, LLC in Idaho Falls, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cody’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Onyx Financial Advisors, LLCSince September 2021Idaho Falls, ID · $506M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Cody’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.