Co-President

0001613001-14-000001.txt : 20140811 0001613001-14-000001.hdr.sgml : 20140811 20140808151401 ACCESSION NUMBER: 0001613001-14-000001 CONFORMED SUBMISSION TYPE: MA PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20140725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Acacia Financial Group, Inc. CENTRAL INDEX KEY: 0001613001 IRS NUMBER: 204775407 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA SEC ACT: 1934 Act SEC FILE NUMBER: 867-00271 FILM NUMBER: 141027207 BUSINESS ADDRESS: STREET 1: 601 ROUTE 73 NORTH STREET 2: SUITE 206 CITY: MARLTON STATE: NJ ZIP: 08053 BUSINESS PHONE: 8562342266 MAIL ADDRESS: STREET 1: 601 ROUTE 73 NORTH STREET 2: SUITE 206 CITY: MARLTON STATE: NJ ZIP: 08053 MA 1 primary_doc.xml MA 0001613001 XXXXXXXX Hollie Rosenberg 856-234-2266 hrosenberg@acaciafin.com Acacia Financial Group, Inc. 20-4775407 866-00108-00 Municipal Securities Rulemaking Board K0116 601 ROUTE 73 NORTH SUITE 206 MARLTON NJ 08053 8562342266 26 Park Street, Suite 2010 Montclair NJ 07042 973-509-3990 973-509-1033 221 N. LaSalle Street, Suite 2010 Chicago IL 60601 312-269-0041 312-236-1407 1441 Broadway, 5th Floor, Suite 5017 New York NY 10018 212-432-4020 212-432-4021 907-272-4488 907-272-4489 66 East Lynn Street Columbus OH 43215 614-464-2694 N 601 ROUTE 73 NORTH SUITE 206 MARLTON NJ 08053 www.acaciafin.com Kim Maureen Whelan Co-President

601 Route 73 North Suite 206 Marlton NJ 08053

856-234-2266 856-234-6697 kwhelan@acaciafin.com Hollie Lynn Rosenberg Office Manager

601 Route 73 North Suite 206 Marlton NJ 08053

856-234-2266 856-234-6697 hrosenberg@acaciafin.com Acacia Investment Advisory Group, Inc. Y Municipal Securities Rulemaking Board K0118 December NJ 04-26-2006 N 18 18 0 0 0 80 Municipal Entities Non-profit organizations Corporations or other businesses 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection N Investment Adviser Other municipal advisor 1 N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Kim Maureen Whelan Co-President 05-06-2006 C Y Noreen Patricia White Co-President 05-06-2006 C Y Peter David Nissen Managing Director 05-06-2006 B N Joshua Christopher Nyikita Managing Director 05-06-2006 B N Jennifer Grace Edwards Managing Director 01-01-2011 NA N Kim Maureen Whelan Co-President 05-06-2006 C Y Noreen Patricia White Co-President 05-06-2006 C Y Peter David Nissen Managing Director 05-06-2006 B N Joshua Christopher Nyikita Managing Director 05-06-2006 B N Jennifer Grace Edwards Managing Director 01-01-2011 NA N Kim M. Whelan Kim M. Whelan Co-President 07-25-2014 N N N N N Y N Y N N N N Y N N N N N N N