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Giovanna P Leyva

Tidemark, LLC

San Diego, CA

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Current Employers
Tidemark, Llc

5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-21
  • CA RA
    APPROVED
    Since 2024-10-21

Branch Locations

5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • 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
Tidemark Financial Partners, Llc San Diego CA 11/2024 Present
Brigantine, Inc. San Diego CA 04/2021 Present
Anthonys Fish Grotto La Mesa CA 11/2015 06/2021
Tidemark Financial Partners, Llc San Diego CA 05/2023 11/2024
Lpl Financial Llc San Diego CA 07/2025 Present
  • 11/2024 → Present
    Tidemark Financial Partners, Llc
    San Diego, CA
  • 04/2021 → Present
    Brigantine, Inc.
    San Diego, CA
  • 11/2015 → 06/2021
    Anthonys Fish Grotto
    La Mesa, CA
  • 05/2023 → 11/2024
    Tidemark Financial Partners, Llc
    San Diego, CA
  • 07/2025 → Present
    Lpl Financial Llc
    San Diego, CA
Other Businesses

1. 07/08/2025 - Brigantine INC. - Outside/W-2 Employment - Not Investment Related - 40 Hrs/Mth - 0 Hrs During Trading - SAN DIEGO, CA 92121 - OBA Start Date:04/01/2021 2. 07/08/2025 - Tidemark Financial Partners/Tidemark FP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - OBA Start Date: 05/02/2025 - 160 Hrs/Mth - 7 Hrs During Trading 3. 09/03/2025 - Tidemark, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - OBA Start Date: 05/02/2023 - 160 Hrs/Mth - 7 Hrs During Trading.. I provide investment advisory services through Tidemark, LLC, an independent investment advisor firm. I started this business activity in 05/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-29
S65 Uniform Investment Adviser Law Examination 2024-10-21
  • S63 Uniform Securities Agent State Law Examination
    2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2024-10-21
Designations
Other Names
  • Giovanna Leyva

View on SEC IAPD

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