Danielle Wauchope has been an investment adviser representative at Paradiem since July 2014, and is not listed among the firm’s executive officers or direct owners. Danielle Wauchope holds a Bachelor's degree in Management and Business Administration with a minor in Intercultural Studies from Indiana Wesleyan University.
Paradiem, LLC is a Covington, LA firm with $483M under management, 140 clients and 6 advisers across 3 offices, as of its September 2026 filing.
Dani Wauchope is Chief Planning Strategist of Paradiem. She has been with the firm since 2008. She helps families determine what they want to accomplish and brings families and their other advisors together to create a unified implementation.
Danielle Wauchope’s longest registration is the current one, 12 years at Paradiem since 2014. Before joining Paradiem in 2014, Danielle Wauchope was registered through Kardia, Inc.
- Paradiem, LLCCurrent– present · 12 yearsStaten Island, NY · Adviser representative · Firm CRD 158200
- Kardia, Inc.– · under a yearMooresville, IN · Adviser representative · Firm CRD 121866
Investment adviser representative registrations
Danielle Wauchope is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2021; the most recent is Texas, in November 2024.
- New YorkSince 28 February 2021
- TexasResidentSince 5 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Danielle Renee Wauchope
- CRD
- 6362274
- Firm
- Paradiem · CRD 158200
- Office
- Staten Island, NY
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paradiem.org
Where does Danielle Wauchope work?
Danielle Wauchope is an investment adviser representative registered through Paradiem, LLC since July 2014, and is not listed among the firm’s executive officers or direct owners.
Is Danielle Wauchope a financial advisor?
Yes. Danielle Wauchope has a current investment-adviser registration in New York and Texas, through Paradiem since July 2014.
How many years of experience does Danielle Wauchope have?
Danielle Wauchope has 12 years in the financial industry, since June 2014, across 2 adviser firms.
What exams has Danielle Wauchope passed?
Danielle Wauchope passed the Series 65 in May 2014.
Where is Danielle Wauchope based?
Danielle Wauchope’s registered office is in Staten Island, NY.
Is Danielle Wauchope registered with FINRA?
No. Danielle Wauchope has no current broker registration.
How can I verify Danielle Wauchope’s record?
Search CRD 6362274 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danielle Wauchope’s full registration record.
