Best Investors Account Sign in
Inactive

Emma Grace Shaw

Cocreate Financial

Bozeman, MT

Claim This Profile
Current Employers
Cocreate Financial

1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-10-27
TX RA APPROVED 2025-10-24
  • MT RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-24

Branch Locations

1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cocreate Financial Bozeman MT 05/2025 07/2025
Red's Ice House Charleston SC 03/2024 08/2024
Harbour Club At Westedge Charleston SC 12/2023 02/2024
The Grocery Charleston SC 09/2023 12/2023
Smartworld Coffee Denville NJ 01/2023 08/2023
Brick 46 Rockaway NJ 04/2021 01/2023
Cocreate Financial Bozeman MT 07/2025 Present
N/A Rockaway NJ 01/2015 04/2021
N/A Charleston SC 08/2024 05/2025
  • 05/2025 → 07/2025
    Cocreate Financial
    Bozeman, MT
  • 03/2024 → 08/2024
    Red's Ice House
    Charleston, SC
  • 12/2023 → 02/2024
    Harbour Club At Westedge
    Charleston, SC
  • 09/2023 → 12/2023
    The Grocery
    Charleston, SC
  • 01/2023 → 08/2023
    Smartworld Coffee
    Denville, NJ
  • 04/2021 → 01/2023
    Brick 46
    Rockaway, NJ
  • 07/2025 → Present
    Cocreate Financial
    Bozeman, MT
  • 01/2015 → 04/2021
    N/A
    Rockaway, NJ
  • 08/2024 → 05/2025
    N/A
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24
Other Names
  • Emma Shaw

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
VALUE PARTNERS LLC
VALIC FINANCIAL ADVISORS, INC.
BITTERROOT CAPITAL ADVISORS LLC
U.S. BANCORP ADVISORS, LLC
MONTANA INVESTMENT ADVISORS INC
EAGLE STRATEGIES LLC
XYPN INVEST

Other Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT
ANDREW STEWART MARTZLOFF
Keith A Gertsen
CARL WADE GARDINER
Lori Katherine Pilon
BRENDA MOLEN DAVIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT

More in Bozeman, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor