0001613001-16-000008.txt : 20160121 0001613001-16-000008.hdr.sgml : 20160121 20160121135527 ACCESSION NUMBER: 0001613001-16-000008 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160115 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-02076 FILM NUMBER: 161353155 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/A 1 primary_doc.xml MA-I/A 0001613001 XXXXXXXX Hollie Gauntt 856-234-2266 hgauntt@acaciafin.com N Y James Michael Beck 002575818 N 1 0001613001 Acacia Financial Group, Inc. 05-15-2013 N 07-25-2014 0001613001 SUPERVISED 05-15-2013 601 ROUTE 73 NORTH SUITE 206 MARLTON NJ 08053 LOCATED 05-15-2013 221 N. LaSalle Suite 1500 Chicago IL 60601 SUPERVISED 05-15-2013 26 Park Street, Suite 2010 Montclair NJ 07042 05-2013 Acacia Financial Group, Inc. Marlton NJ 08053 Y N Senior Vice President 07-2012 04-2013 Oral Surgery of the Glen Glenview IL 60026 N N Book Keeper/Officer Manager 02-2009 06-2012 Melvin & Company Chicago IL 60606 N N Managing Director 05-2006 01-2009 Global Funds LLC Glenview IL 60025 N N Principal 01-1993 04-2006 JP Morgan Chicago IL 60606 N Y Managing Director Y 02-2006 Oral Surgery of the Glen 2614 Patriot Boulevard, Suite B Glenview IL 60026 N N Oral Surgery Book Keeper 2 Book Keeping 01-2012 Loyola Academy Hockey Club 1100 Laramie Avenue Wilmette IL 60091-1089 N N Youth Hockey Club Treasurer/Board Member 2 Book Keeping 02-2006 2614 Partners 721 Pleasant Lane Glenview IL 60025 N N Real Estate Investments Landlord 0 Landlord 02-2006 J4X LLC 303 E. Walworth Avenue Delavan WI 53115 N N Family Real Estate Partnership Investor/Manager 0 Investor/Manager 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 01-15-2016 Kim M. Whelan Co-President