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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Colby Dotson

Advisor at BOYD WEALTH MANAGEMENT, LLC

SACRAMENTO, CA

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Search this name across graphsid dfx:ria:1dffcb2b-fd50-9b38-d210-ff5b8cf47b49

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 2, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOYD WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 10, 2019
First registration: Sep 2, 2020
Dual registered: no
Other names: COLBY DOTSON|Colby L Dotson
IAPD individual key: 6784916

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOYD WEALTH MANAGEMENT, LLC	Independent wealth	Dec 18, 2023	n/a	yes	SACRAMENTO, CA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 12, 2022	Jan 3, 2024	no	Roseville, CA\|Campbell, CA\|Roseville, CA\|Campbell, CA\|Sacramento, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Oct 28, 2021	Sep 7, 2023	no	Roseville, CA\|Roseville, CA\|Campbell, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 28, 2021	Oct 14, 2022	no	Roseville, CA\|Roseville, CA\|Campbell, CA\|Sacramento, CA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 2, 2020	Oct 11, 2021	no	ROSEVILLE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	BOYD WEALTH MANAGEMENT, LLC	Jan 3, 2024	Dec 18, 2023	-16	Firm change	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Sep 7, 2023	Apr 12, 2022	-513	Bulk transfer	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Oct 28, 2021	-351	Bulk transfer	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	TD AMERITRADE, INC.	Oct 11, 2021	Oct 28, 2021	17	Firm change	Other

Relationships

Registered with (5)

→ BOYD WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 18, 2023 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 12, 2022 to Jan 3, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 28, 2021 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 28, 2021 to Oct 14, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 2, 2020 to Oct 11, 2021factForm ADV

Dated events

Occurred
Jan 3, 2024
Advisor changed firm
Colby Dotson left Charles Schwab & Co., Inc. for Boyd Wealth Management, Llc (registered 2023-12-18)
Form ADVobserved 4 days ago