0001613001-14-000018.txt : 20140811 0001613001-14-000018.hdr.sgml : 20140811 20140808154419 ACCESSION NUMBER: 0001613001-14-000018 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20140731 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-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-02076 FILM NUMBER: 141027366 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-I 1 primary_doc.xml MA-I 0001613001 XXXXXXXX Hollie Rosenberg 856-234-2266 hrosenberg@acaciafin.com N Brittany Morgan Whelan N 1 0001613001 Acacia Financial Group, Inc. 01-10-2011 N 07-25-2014 0001613001 LOCATED SUPERVISED 01-10-2011 601 ROUTE 73 NORTH SUITE 206 MARLTON NJ 08053 SUPERVISED 01-10-2011 26 Park Street, Suite 2010 Montclair NJ 07042 01-2011 Acacia Financial Group, Inc. Marlton NJ 08053 Y N Associate 08-2006 12-2010 Coastal Carolina University Conway SC 29526 N N Full time student 09-2002 06-2006 Cherokee High School Marlton NJ 08053 N N Full time student Y 05-2010 Acacia Financial Group, Inc. 601 Route 73 North, Suite 206 Marlton NJ 08053 Y N Financial Advisory services to governmental entities Summer Intern [5/2010 - 7/2010] (due to no overlapping dates, had to put employment in other business) 200 analytical support 05-2009 Acacia Financial Group,Inc. 601 Route 73 North, Suite 206 Marlton NJ 08053 Y N Financial Advisory services to governmental entities Summer Intern [5/2009 - 8/2009] (due to no overlapping dates - had to put employment in other business) 200 Analytical support 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 N N N N N N N N N N N N N N N N N N N N N N N 07-31-2014 Kim M. Whelan Co-President