Evangelia V. Mote
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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 4, 2022 - July 21, 2022
HUB INVESTMENT PARTNERS, LLC
December 8, 2020 - December 31, 2021
HUB INVESTMENT PARTNERS, LLC
September 3, 2019 - July 16, 2020
EDWARD JONES
August 12, 2019 - July 16, 2020
EDWARD JONES
March 1, 1994 - March 30, 1995
LPL FINANCIAL LLC
Primary Firm SEC Registration
HUB INVESTMENT PARTNERS, LLC
CRD#: 307956 / SEC#: 801-118346
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 8/11/2019
General Securities Representative ExaminationCurrent Firm
HUB INVESTMENT PARTNERS, LLC
CRD#: 307956 / SEC#: 801-118346
Contact information
SEC notice filing (52 States and Territories)
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 | ||
| 04/29/2025 | ||
| 01/29/2024 |
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.
