Evangelia V. Mote

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CRD#: 2455509

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 Vionis Mote, who also goes by Lia Mote, Evangelia V Mote, Lia V Mote, was a registered financial professional .

Evangelia is a previously registered financial professional and started their career in finance in 1994. Evangelia had worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Lia Mote | Evangelia V Mote | Lia V Mote

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.

The advisor shows no other business activity.

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®

None

Experience

Past

January 4, 2022 - July 21, 2022

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

AUSTIN, TX

Past

December 8, 2020 - December 31, 2021

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

AUSTIN, TX

Past

September 3, 2019 - July 16, 2020

EDWARD JONES

RIA

CRD#: 250

CEDAR PARK, TX

Past

August 12, 2019 - July 16, 2020

EDWARD JONES

CRD#: 250

CEDAR PARK, TX

Past

March 1, 1994 - March 30, 1995

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/31/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/9/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/11/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/18/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/28/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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Contact information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Mailing Address

Phone number

(512) 600-5390

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	8,633
AUM (Assets Under Management)	$ 8,979,977,344

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
04/29/2025	Cover Page	Report
01/29/2024	Cover Page	Report

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 V. Mote

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HUB INVESTMENT PARTNERS, LLC

EDWARD JONES

EDWARD JONES

LPL FINANCIAL LLC

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2019

Series 63

Date: 5/9/1994

Series 7TO

Date: 8/11/2019

SIE

Date: 7/18/2019

Series 6

Date: 2/28/1994

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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