0001613001-22-000006.txt : 20220715
0001613001-22-000006.hdr.sgml : 20220715
20220715084939
ACCESSION NUMBER: 0001613001-22-000006
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
TOYE,BRITTANY,MORGAN,
FILED AS OF DATE: 20220714
DATE AS OF CHANGE: 20220715
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: 221084345
BUSINESS ADDRESS:
STREET 1: 6000 MIDLANTIC DRIVE
STREET 2: SUITE 410 NORTH
CITY: MT. LAUREL
STATE: NJ
ZIP: 08054
BUSINESS PHONE: 8562342266
MAIL ADDRESS:
STREET 1: 6000 MIDLANTIC DRIVE
STREET 2: SUITE 410 NORTH
CITY: MT. LAUREL
STATE: NJ
ZIP: 08054
MA-I/A
1
primary_doc.xml
MA-I/A
0001613001
XXXXXXXX
Hollie Gauntt
856-234-2266
hgauntt@acaciafin.com
Y
0001613001-19-000004
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
07-14-2022
Kim M. Whelan
Co-President