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Isaac Wayne Mccoy

Guardian Wealth Advisors, LLC

Omaha, NE

Raleigh, NC

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Current Employers
Guardian Wealth Advisors, Llc

2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-01-03
NC RA APPROVED 2025-01-03
  • NE RA
    APPROVED
    Since 2025-01-03
  • NC RA
    APPROVED
    Since 2025-01-03

Branch Locations

9850 Nicholas St, Ste 350, Omaha, NE 68114 • United States

2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • 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
Charles Schwab & Co., Inc. Omaha NE 01/2023 04/2024
Charles Schwab & Co., Inc. Omaha NE 06/2022 12/2022
Scott Residential Management Omaha NE 07/2020 05/2022
Faith Lutheran Church And School Lincoln NE 05/2017 03/2020
Full-Time Education Lincoln NE 08/2006 05/2019
Full-Time Education Omaha NE 05/2019 12/2022
Org Partners Omaha NE 04/2024 01/2025
Guardian Wealth Advisors Raleigh NC 01/2025 Present
  • 01/2023 → 04/2024
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 06/2022 → 12/2022
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 07/2020 → 05/2022
    Scott Residential Management
    Omaha, NE
  • 05/2017 → 03/2020
    Faith Lutheran Church And School
    Lincoln, NE
  • 08/2006 → 05/2019
    Full-Time Education
    Lincoln, NE
  • 05/2019 → 12/2022
    Full-Time Education
    Omaha, NE
  • 04/2024 → 01/2025
    Org Partners
    Omaha, NE
  • 01/2025 → Present
    Guardian Wealth Advisors
    Raleigh, NC
Previous Registrations
  • 2024-07-26 → 2025-01-02
    Org Partners
    Dallas, TX
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-25
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S65 Uniform Investment Adviser Law Examination
    2024-07-25
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24
Other Names
  • Isaac Mccoy

View on SEC IAPD

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