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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Danielle Lee Halliday

Advisor at PNC WEALTH MANAGEMENT

INDIANAPOLIS, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PNC WEALTH MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 29, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Nov 29, 2007
First registration: Oct 25, 2010
Dual registered: yes, broker-dealer
Other names: DANIELLE L GILDNER|DANIELLE LEE GREZESZAK|DANIELLE L GREZESZAK|Danielle Lee Halliday|DANIELLE HALLIDAY
IAPD individual key: 5439481

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 13, 2026	n/a	yes	INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN	Current employment
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Jun 15, 2020	Jul 2, 2026	no	Indianapolis, IN\|CHICAGO, IL\|Greenwood, IN	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Dec 10, 2014	Jan 6, 2016	no	MCCORDSVILLE, IN\|MCCORDSVILLE, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|BRIGHTWOOD, IN	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Jun 6, 2012	Oct 9, 2014	no	EAST LANSING, MI\|OKEMOS, MI\|WILLIAMSTON, MI\|LANSING, MI\|OKEMOS, MI\|CADILLAC, MI\|LAKE CITY, MI\|GRAYLING, MI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 25, 2010	Jun 4, 2012	no	ST. HELEN, MI\|ROSCOMMON, MI\|PRUDENVILLE, MI\|SAGINAW, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANKERS LIFE ADVISORY SERVICES, INC.	PNC WEALTH MANAGEMENT	Jul 2, 2026	Jul 13, 2026	11	Firm change	Ibd to ibd
PNC WEALTH MANAGEMENT	BANKERS LIFE ADVISORY SERVICES, INC.	Jan 6, 2016	Jun 15, 2020	1,622	Firm change after gap	Other
FIFTH THIRD SECURITIES, INC.	PNC WEALTH MANAGEMENT	Oct 9, 2014	Dec 10, 2014	62	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	FIFTH THIRD SECURITIES, INC.	Jun 4, 2012	Jun 6, 2012	2	Firm change	Other

Relationships

Registered with (4)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 10, 2014 to Jan 6, 2016factForm ADV
→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 15, 2020 to Jul 2, 2026factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Jun 6, 2012 to Oct 9, 2014factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 25, 2010 to Jun 4, 2012factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
Danielle Lee Halliday left Bankers Life Advisory Services, Inc. for Pnc Wealth Management (registered 2026-07-13)
Form ADVobserved 5 days ago