0001613001-15-000007.txt : 20151201 0001613001-15-000007.hdr.sgml : 20151201 20151201140202 ACCESSION NUMBER: 0001613001-15-000007 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20151125 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: 151262032 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 R. Gauntt 856-234-2266 hgauntt@acaciafin.com N N Joshua Gershon Cooperman Y 2 0001613001 Acacia Financial Group, Inc. 10-01-2015 N 867-00271 SUPERVISED 10-01-2015 601 ROUTE 73 NORTH SUITE 206 MARLTON NJ 08053 SUPERVISED 10-01-2015 26 Park Street Suite 2010 Montclair NJ 07042 LOCATED 10-01-2015 111 Anza Boulevard Suite 107 Burlingame CA 94010 0001614426 Cooperman Joshua Gershon 12-21-1988 N 867-00268-00 LOCATED SUPERVISED 12-21-1988 111 Anza Boulevard Suite 107 Burlingame CA 94010 10-2015 Acacia Financial Group, Inc. Marlton NJ 08053 Y N Senior Project Advisor 12-1988 09-2015 Cooperman Associates (dba for Joshua G. Cooperman) Burlingame CA 94010 Y N Owner 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 N 11-25-2015 Kim M. Whelan Co-President