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Olivia Kate Di Filippo

Gradient Advisors, LLC

Arden Hills, MN

Pensacola, FL

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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-01-14
FL RA APPROVED 2025-06-11
  • AL RA
    APPROVED
    Since 2026-01-14
  • FL RA
    APPROVED
    Since 2025-06-11

Branch Locations

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

2032 Creighton Rd Suite C3, Pensacola, FL 32504 • 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
Saraland United Methodist Church Saraland AL 08/2016 05/2019
Foley United Methodist Church Foley AL 07/2019 10/2020
Unemployed Brewton AL 10/2020 02/2021
Munholland United Methodist Church Metaririe LA 02/2021 07/2021
Louisiana Academy Of Performing Arts New Orleans LA 02/2021 09/2021
Swan Capital, Llc. Pensacola FL 01/2022 05/2025
Gradient Advisors, Llc Arden Hills MN 06/2025 Present
Integrity Financial Group Pensacola FL 05/2025 Present
Haven Salon & Spa Flomaton AL 09/2021 01/2022
  • 08/2016 → 05/2019
    Saraland United Methodist Church
    Saraland, AL
  • 07/2019 → 10/2020
    Foley United Methodist Church
    Foley, AL
  • 10/2020 → 02/2021
    Unemployed
    Brewton, AL
  • 02/2021 → 07/2021
    Munholland United Methodist Church
    Metaririe, LA
  • 02/2021 → 09/2021
    Louisiana Academy Of Performing Arts
    New Orleans, LA
  • 01/2022 → 05/2025
    Swan Capital, Llc.
    Pensacola, FL
  • 06/2025 → Present
    Gradient Advisors, Llc
    Arden Hills, MN
  • 05/2025 → Present
    Integrity Financial Group
    Pensacola, FL
  • 09/2021 → 01/2022
    Haven Salon & Spa
    Flomaton, AL
Other Businesses

1. IFG Wealth Advisory| Investment Related | 2032 Creighton Rd Suite C3 Pensacola FL 32504 | Advisory | Advisor | Investment Advisor Representative | 06/2025 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Integrity Financial Group| Investment Related | 2032 Creighton Rd Suite C Pensacola FL 32504 | Insurance | Client Services Specialist| Agent | 05/2025 | 80hrs/mo | 80hrs/mo during trading | Insurance Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-28
  • S65 Uniform Investment Adviser Law Examination
    2025-01-28
Other Names
  • Livy Di Filippo

View on SEC IAPD

Other Firms

BRIGHT ANGEL ADVISORS LLC
HERITAGE CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT WATERS FINANCIAL
OSAIC INSTITUTIONS, INC.
GRADIENT WEALTH MANAGEMENT

Other Investors

MICHAEL JAMES BARRETT
ANDREW PAUL SWEERE
SCOTT FRED MOLLER
MACLAY MARTIN SWANSON
BETH ELLEN WILLS
JENNIFER MELISSA RAY
MARK JOSEPH SOBIECH
MATTHEW DOUGLAS BREWERS

Other Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN
HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ARDEN HILLS, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Arden Hills, MN
GREAT WATERS FINANCIAL · SHOREVIEW, MN
OSAIC INSTITUTIONS, INC. · Shoreview, MN
GRADIENT WEALTH MANAGEMENT · ARDEN HILLS, MN

More in Arden Hills, MN

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