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Iyla Monique Mitteco

Freestone Capital Management, LLC

Seattle, WA

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Current Employers
Freestone Capital Management, Llc

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-06-09
  • WA RA
    APPROVED
    Since 2025-06-09

Branch Locations

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • 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
Windawi & Associates, Inc. Tustin CA 06/2021 03/2024
United States Liability Insurance Company, Inc. Mission Viejo CA 12/2019 01/2020
Schrimmer-Cavanagh Insurance Agency, Inc. Brea CA 06/2019 12/2019
Applied Financial Planning, Inc. Irvine CA 06/2017 06/2019
24 Hour Fitness, Inc. San Juan Capistrano CA 12/2016 01/2018
Lpl Financial, Llc Tustin CA 06/2021 01/2022
Forever 21 Mission Viejo CA 05/2015 11/2016
Macys Inc Mission Viejo CA 11/2016 01/2017
Re Chaix And Associates Insurance Brokers Inc Irvine CA 01/2020 06/2021
Jimmy Cusimano Irvine CA 02/2024 05/2024
Jimmy Cusimano Irvine CA 05/2024 10/2024
Northwestern Mutual Investment Services Llc Irvine CA 05/2024 10/2024
Freestone Capital Management, Llc Seattle WA 10/2024 Present
  • 06/2021 → 03/2024
    Windawi & Associates, Inc.
    Tustin, CA
  • 12/2019 → 01/2020
    United States Liability Insurance Company, Inc.
    Mission Viejo, CA
  • 06/2019 → 12/2019
    Schrimmer-Cavanagh Insurance Agency, Inc.
    Brea, CA
  • 06/2017 → 06/2019
    Applied Financial Planning, Inc.
    Irvine, CA
  • 12/2016 → 01/2018
    24 Hour Fitness, Inc.
    San Juan Capistrano, CA
  • 06/2021 → 01/2022
    Lpl Financial, Llc
    Tustin, CA
  • 05/2015 → 11/2016
    Forever 21
    Mission Viejo, CA
  • 11/2016 → 01/2017
    Macys Inc
    Mission Viejo, CA
  • 01/2020 → 06/2021
    Re Chaix And Associates Insurance Brokers Inc
    Irvine, CA
  • 02/2024 → 05/2024
    Jimmy Cusimano
    Irvine, CA
  • 05/2024 → 10/2024
    Jimmy Cusimano
    Irvine, CA
  • 05/2024 → 10/2024
    Northwestern Mutual Investment Services Llc
    Irvine, CA
  • 10/2024 → Present
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-07
S63 Uniform Securities Agent State Law Examination 2024-09-17
  • S65 Uniform Investment Adviser Law Examination
    2025-06-07
  • S63 Uniform Securities Agent State Law Examination
    2024-09-17
Other Names
  • Iyla Mitteco
  • Iyla Monique Mitteco

View on SEC IAPD

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