Claire Delaney Hart

Current Employers

Employment History

• 01/2001 → Present
  Hart Asset Management, Llc
  Coral Springs, FL
• 05/2016 → 10/2018
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2016 → 10/2018
  Cuna Mutual Group
  Waverly, IA
• 11/2018 → Present
  Lpl Financial Llc
  Parkland, FL
• 08/2019 → Present
  National Wealth Management Group, Llc
  Cincinnati, OH

Previous Registrations

• 2019-08-12 → 2026-02-09
  National Wealth Management Group, Llc
  Parkland, FL
  Coconut Creek, FL
  Cincinnati, OH
• 2019-08-12 → 2021-12-31
  National Wealth Management Group, Llc
  Cincinnati, OH
  Coconut Creek, FL
• 2016-05-09 → 2018-11-08
  Cuna Brokerage Services, Inc.
  Boca Raton, FL
  Waverly, IA
• 2015-09-18 → 2016-05-02
  Msi Financial Services, Inc.
  Boca Raton, FL
• 2014-10-13 → 2015-06-29
  Woodstock Financial Group, Inc.
  Coral Springs, FL
  Woodstock, GA
  Woodstock, GA
  Coral Springs, FL
• 2014-01-14 → 2014-10-10
  Wall Street Financial Group, Inc.
  Coral Springs, FL
  Coral Springs, FL
  Victor, NY
• 2001-01-17 → 2013-11-19
  Hart Asset Management
  Coconut Creek, FL

Other Businesses

1) 01/18/2019 - Alpina Financial Consultants, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/06/2018 - 160 hours per month/ 100 hours during trading 2) 08/15/2019 - National Wealth Management Group, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/06/2019 - 80 hours per month/ 20 hours during trading - I provide investment advisory services through National Wealth Management Group, LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 3/13/2023 - Independent Brokerage Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 03/08/2023 - 4 Hours Per Month/0 Hours During Securities Trading 4) 02/17/2026 - Great Valley Advisor Group - Registered Investment Advisor Hybrid - Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 02/09/2026 - 160 hours per month/ 120 hours during trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 02/17/2026 - Hart Asset Management LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/2001 - 10 hours per month/ during trading 6) 02/17/2026 - Hart Asset Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/2001 - 160 hours per month/ 120 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-06
• S63 Uniform Securities Agent State Law Examination
  1996-10-03

Other Names

• Claire Wells Delaney