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Nicholas Vance Bodily

Amicus Financial Advisors, LLC

Lehi, UT

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Current Employers
Amicus Financial Advisors, Llc

7021 Kewanee Ave 4-102, Lubbock, TX 79424 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2024-08-12
UT RA APPROVED 2024-08-09
TX RA APPROVED 2024-08-08
  • NM RA
    APPROVED
    Since 2024-08-12
  • UT RA
    APPROVED
    Since 2024-08-09
  • TX RA
    APPROVED
    Since 2024-08-08

Branch Locations

2975 Executive Pkwy #194, Lehi, UT 84043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Utah Valley University Orem UT 11/2023 01/2024
Mountain America Investment Services Salt Lake City UT 03/2023 01/2024
Mountain America Credit Union Orem UT 09/2022 03/2023
Granite Credit Union South Jordan UT 08/2021 09/2022
Unemployed West Jordan UT 08/2019 07/2021
El Pollo Loco West Jordan UT 10/2018 07/2019
Pizza Pie Cafe West Jordan UT 04/2018 10/2018
Full Time Education West Jordan UT 01/2014 09/2017
El Pollo Loco West Jordan UT 09/2017 04/2018
Driven Investments Llc Chubbuck ID 01/2024 07/2024
Amicus Financial Advisors, Llc Lehi UT 07/2024 Present
  • 11/2023 → 01/2024
    Utah Valley University
    Orem, UT
  • 03/2023 → 01/2024
    Mountain America Investment Services
    Salt Lake City, UT
  • 09/2022 → 03/2023
    Mountain America Credit Union
    Orem, UT
  • 08/2021 → 09/2022
    Granite Credit Union
    South Jordan, UT
  • 08/2019 → 07/2021
    Unemployed
    West Jordan, UT
  • 10/2018 → 07/2019
    El Pollo Loco
    West Jordan, UT
  • 04/2018 → 10/2018
    Pizza Pie Cafe
    West Jordan, UT
  • 01/2014 → 09/2017
    Full Time Education
    West Jordan, UT
  • 09/2017 → 04/2018
    El Pollo Loco
    West Jordan, UT
  • 01/2024 → 07/2024
    Driven Investments Llc
    Chubbuck, ID
  • 07/2024 → Present
    Amicus Financial Advisors, Llc
    Lehi, UT
Previous Registrations
Other Businesses

1. Insurance license/investment-related/Lehi, UT/insurance sales/Sept 2024/approximately 10 hours per month and during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-27
Designations

View on SEC IAPD

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Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

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