Evangelia Kalivas

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CRD#: 2018109

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Evangelia Kalivas, AIF®, who also goes by Eva Kalivas, Evangelia Eva Kalivas, Eva Kiriazis, was a registered financial professional .

Evangelia is a previously registered financial professional and started their career in finance in 1990. Evangelia had worked at 11 firms and has passed the Series 65, Series 63, Series 82TO, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Eva Kalivas | Evangelia Eva Kalivas | Eva Kiriazis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 10/25/2010: No Business Name - Author - Investment Related - At Reported Business Location(s) - 1% Time Spent - "I Get Knocked Down - A Woman's Survival Guide to Business and Life" (2) 10/25/2010: EPIC Retirement Services Consulting, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 100% Time Spent - 401k and Pension Consulting firm. No product sold. No Power or Attorney. Member/Co-Founder of firm. (3) 09/01/2020: Alma Bank-Not investment related. Located at 31-10 37th Ave., #400, New York, NY 11101. Nature of Business: Board of Director: Position: Director. Duties: Oversee banking management, including budget and policies and procedures. Number of hours per month: 4. Number of hours during securities trading hours: 0.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Past

November 13, 2019 - May 17, 2024

HUB INTERNATIONAL INVESTMENT SERVICES INC.

CRD#: 150252

KANSAS CITY, MO

Past

January 17, 2019 - September 4, 2019

TWD SECURITIES, LLC

CRD#: 143380

PETALUMA, CA

Past

December 9, 2014 - May 17, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

NEW YORK, NY

Past

November 30, 2010 - June 5, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

NEW YORK, NY

Past

November 30, 2010 - June 5, 2017

LPL FINANCIAL LLC

CRD#: 6413

NEW YORK, NY

Past

May 22, 2008 - November 30, 2010

NRP ADVISORS, INC.

RIA

CRD#: 141430

NEW YORK CITY, NY

Past

April 25, 2008 - November 30, 2010

NRP FINANCIAL, INC.

CRD#: 103717

NEW YORK CITY, NY

Past

April 3, 2008 - May 22, 2008

ADVANTAGE CAPITAL CORPORATION

RIA

CRD#: 146

NEW YORK, NY

Past

March 2, 1999 - May 22, 2008

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

NEW YORK, NY

Past

January 1, 1998 - January 25, 1999

GKN SECURITIES CORP.

CRD#: 19415

NEW YORK, NY

Past

December 11, 1992 - October 3, 1997

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

November 9, 1990 - May 23, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

November 9, 1990 - May 23, 1991

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

January 24, 1990 - October 19, 1990

D. H. BLAIR & CO., INC.

CRD#: 6833

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/1/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 82TO

Date: 1/2/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 6/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/31/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/15/1998

General Securities Principal Examination

Current Firm

HUB INTERNATIONAL INVESTMENT SERVICES INC.

HUB INTERNATIONAL INVESTMENT SERVICES INC. | HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

CRD#: 150252 / SEC#: , 8-68237

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

9200 Ward Parkway, Suite 500 Suite B60, San Rafael, CA 94903

Mailing Address

9200 Ward Parkway, Suite 500, Kansas City, MO 64114

Phone number

(914) 343-6705

Established

Delaware since 12/12/2007

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (2 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
RPW HOLDINGS, LLC	SOLE OWNER
DEVRIES, KENNETH SCOTT	CHIEF ACCOUNTING OFFICER	6435109
HAUPTMANN, SCOTT CHRISTOPHER	PRESIDENT	4773447
LIEBOWITZ, MARIANE ASHLEY	INTERIM CHIEF COMPLIANCE OFFICER	4532268
VALLOW, RONALD E	FINOP, POO, PFO	4948582

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Evangelia Kalivas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TWD SECURITIES, LLC

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

ADVANTAGE CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

GKN SECURITIES CORP.

PRUCO SECURITIES, LLC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

D. H. BLAIR & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/1999

Series 63

Date: 2/21/1990

Series 82TO

Date: 1/2/2023

SIE

Date: 6/5/2017

Series 7

Date: 1/20/1990

Series 51

Date: 3/31/2003

Series 24

Date: 9/15/1998

Current Firm

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

HUB INTERNATIONAL INVESTMENT SERVICES INC.

TRUST BUT VERIFY

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