DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Colby Dotson

Boyd Wealth Management, LLCindependent RIASacramento, CaIA-onlyIAPD 6784916

Certified Financial Planner

Feed of 09/14/2026

Also filed as Colby Dotson

At current firm

2 y

since Dec 18, 2023

In the industry

10 y

since Sep 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/colby-dotson-cfp%C2%AE-6221b6139reportedboyd-wealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Boyd Wealth Management, LLC independent RIA current
since Dec 18, 2023 · Sacramento, Ca
Charles Schwab & Co., Inc. national BD
Apr 12, 2022 to Jan 3, 2024 · Roseville, Ca
Td Ameritrade Investment Management, LLC former
Oct 28, 2021 to Sep 7, 2023 · Roseville, Ca
Td Ameritrade, Inc. former
Oct 28, 2021 to Oct 14, 2022 · Roseville, Ca
Fidelity Personal And Workplace Advisors former
Sep 2, 2020 to Oct 11, 2021 · Roseville, Ca

Moves

a registration end followed by a registration begin elsewhere

Charles Schwab & Co., Inc. to Boyd Wealth Management, LLC
left Jan 3, 2024, registered Dec 18, 2023 (-16 days) · Affiliated broker-dealer or bank to independent RIA
Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.
left Sep 7, 2023, registered Apr 12, 2022 (-513 days) · corporate re-registration, not a move
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Oct 14, 2022, registered Oct 28, 2021 (-351 days) · corporate re-registration, not a move
Fidelity Personal And Workplace Advisors to Td Ameritrade, Inc.
left Oct 11, 2021, registered Oct 28, 2021 (17 days) · Other

Signals

Colby Dotson left Charles Schwab & Co., Inc. for Boyd Wealth Management, Llc (registered 2023-12-18)
Jan 3, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address