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
Claire Delaney Hart
Feed of 09/15/2026
Also filed as Claire Wells Delaney
At current firm
0 y
since Mar 6, 2026
In the industry
29 y
since Oct 3, 1996 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Great Valley Advisor Group, LLC independent RIA currentsince Mar 6, 2026 · Parkland, Fl
- National Wealth Management Group, LLC independent RIAAug 12, 2019 to Dec 31, 2021 · Cincinnati, Oh
- National Wealth Management Group, LLC independent RIAAug 12, 2019 to Feb 9, 2026 · Parkland, Fl
- Cuna Brokerage Services, Inc. formerMay 9, 2016 to Nov 8, 2018 · Boca Raton, Fl
- Msi Financial Services, Inc. formerSep 18, 2015 to May 2, 2016 · Boca Raton, Fl
- Woodstock Financial Group, Inc. formerOct 13, 2014 to Jun 29, 2015 · Coral Springs, Fl
- Wall Street Financial Group, Inc formerJan 14, 2014 to Oct 10, 2014 · Coral Springs, Fl
- Hart Asset Management unclassifiedJan 17, 2001 to Nov 19, 2013 · Coconut Creek, Fl
Moves
a registration end followed by a registration begin elsewhere
- National Wealth Management Group, LLC to Great Valley Advisor Group, LLCleft Feb 9, 2026, registered Mar 6, 2026 (25 days) · RIA to RIA
- Cuna Brokerage Services, Inc. to National Wealth Management Group, LLCleft Nov 8, 2018, registered Aug 12, 2019 (277 days) · RIA to RIA
- Msi Financial Services, Inc. to Cuna Brokerage Services, Inc.left May 2, 2016, registered May 9, 2016 (7 days) · Other
- Woodstock Financial Group, Inc. to Msi Financial Services, Inc.left Jun 29, 2015, registered Sep 18, 2015 (81 days) · Other
- Wall Street Financial Group, Inc to Woodstock Financial Group, Inc.left Oct 10, 2014, registered Oct 13, 2014 (3 days) · Other
- Hart Asset Management to Wall Street Financial Group, Incleft Nov 19, 2013, registered Jan 14, 2014 (56 days) · Other
Signals
- Claire Delaney Hart left National Wealth Management Group, Llc for Great Valley Advisor Group, Llc (registered 2026-03-06)Feb 9, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address