0001613001-19-000004.txt : 20190129 0001613001-19-000004.hdr.sgml : 20190129 20190129085348 ACCESSION NUMBER: 0001613001-19-000004 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 TOYE,BRITTANY,MORGAN, FILED AS OF DATE: 20190103 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: 19547238 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 Y N Brittany Morgan Toye N 1 0001613001 Acacia Financial Group, Inc. 01-10-2011 N 07-25-2014 0001613001 LOCATED SUPERVISED 01-10-2011 6000 Midlantic Drive Suite 410 North Mt. Laurel NJ 08054 SUPERVISED 01-10-2011 26 Park Street, Suite 2010 Montclair NJ 07042 Brittany Morgan Whelan 01-2011 Acacia Financial Group, Inc. Mt. Laurel NJ 08054 Y N Assistant Vice President 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 01-03-2019 Kim M. Whelan Co-President