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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-14 |
| VA | RA | APPROVED | 2015-06-23 |
Branch Locations
East Shore 1 100 Eastshore Drive, Suite 300, Glen Allen, VA 23059 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Springfield | MA | 02/2003 | Present |
| Mml Investors Services, Inc. | Glen Allen | VA | 02/2003 | Present |
(1)NAME: FINANCIAL GROUP OF VIRGINIA OR NATHAN LASH OR VARIOUS CARRIERS INV REL: Y ADD: 100 EASTSHORE DR, STE 300, GLEN ALLEN, VA 23059 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LI, DI, LTC, HI POSITION: AGENT START DATE: 2/1/2003 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5. (2) NAME: LASH FINANCIAL LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LLC POSITION: OWNER START DATE: 12/17/2014 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: PAYROLL. (3) NAME: BEAVER PROPERTIES, LLC INV REL: Y ADD: RESIDENTIAL NATURE: HOME OWNERSHIP FOR RENTAL INCOME (VRBO/AIRBNB) POSITION: MEMBER START DATE: 08/06/2025 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DUTIES: RENOVATE PROPERTY AND RENTAL (4) NAME: THE COLLECTIVE WEALTH MANAGEMENT, LLC INV REL: Y ADDR: 100 EASTSHORE DRIVE, SUITE 300, GLEN ALLEN, VA 23059 NATURE: DBA FOR FINANCIAL SERVICES, INSURANCE, AND ADVISORY PRACTICE POSITION: OWNER/PRINCIPAL PARTNER, FINANCIAL ADVISOR START DATE: 10/27/2025 NO. HR/MO: 200 NO. HR/MO DURING SEC TRADING: 160 DUTIES: PROVIDING ADVICE, GUIDANCE, AND ACCESS TO FINANCIAL INSTRUMENTS TO CLIENTS. ASSISTING WITH ADMINISTRATIVE MANAGEMENT OF THE DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-04 |
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