DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Pantelis Emanuel Miliotis
Certified Financial Planner
Feed of 09/14/2026
Also filed as Pantelis Emanuel Miliotis
At current firm
0 y
since Apr 2, 2026
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Commonwealth Financial Network national BD currentsince Apr 2, 2026 · Wilmington, Nc
- Pathfinder Wealth Consulting formerSep 26, 2025 to Apr 2, 2026 · Wilmington, Nc
- Commonwealth Financial Network national BDOct 11, 2022 to Oct 6, 2025 · Wilmington, Nc
- Vanguard Advisers, Inc. BD affiliatedOct 1, 2019 to Oct 12, 2022 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Pathfinder Wealth Consulting to Commonwealth Financial Networkleft Apr 2, 2026, registered Apr 2, 2026 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Commonwealth Financial Network to Pathfinder Wealth Consultingleft Oct 6, 2025, registered Sep 26, 2025 (-10 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Vanguard Advisers, Inc. to Commonwealth Financial Networkleft Oct 12, 2022, registered Oct 11, 2022 (-1 days) · Affiliated broker-dealer or bank to another
Signals
- Pantelis Emanuel Miliotis left Pathfinder Wealth Consulting for Commonwealth Financial Network (registered 2026-04-02)Apr 2, 2026 · Advisor changed firm · fact
- Pantelis Emanuel Miliotis left Commonwealth Financial Network for Pathfinder Wealth Consulting (registered 2025-09-26)Oct 6, 2025 · Advisor changed firm · fact
- Pantelis Emanuel Miliotis left Vanguard Advisers, Inc. for Commonwealth Financial Network (registered 2022-10-11)Oct 12, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address