Colby Dotson

Current Employers

Employment History

• 01/2019 → 09/2021
  Fidelity Brokerage Services Llc
  Roseville, CA
• 09/2017 → 12/2018
  Brasserie Capitale
  Sacramento, CA
• 09/2016 → 09/2017
  Plan B Restaurant
  Sacramento, CA
• 09/2015 → 09/2016
  The Porch
  Sacramento, CA
• 10/2021 → 12/2022
  Td Ameritrade
  Roseville, CA
• 04/2022 → 11/2023
  Charles Schwab & Co., Inc.
  Roseville, CA
• 12/2022 → 11/2023
  Charles Schwab And Co., Inc.
  Roseville, CA
• 05/2017 → 09/2017
  Northwestern Mutual
  Sacramento, CA
• 01/2019 → 10/2021
  Fidelity Investments
  Roseville, CA
• 10/2021 → 11/2023
  Charles Schwab
  Roseville, CA
• 11/2023 → Present
  Boyd Wealth Management, Llc
  Sacramento, CA

Previous Registrations

• 2022-04-12 → 2024-01-03
  Charles Schwab & Co., Inc.
  Campbell, CA
  Roseville, CA
  Campbell, CA
  Sacramento, CA
  Roseville, CA
• 2021-10-28 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Roseville, CA
  Roseville, CA
  Campbell, CA
• 2021-10-28 → 2022-10-14
  Td Ameritrade, Inc.
  Roseville, CA
  Campbell, CA
  Sacramento, CA
  Roseville, CA
• 2020-09-02 → 2021-10-11
  Fidelity Personal And Workplace Advisors
  Roseville, CA

Other Businesses

Colby Dotson is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Dotson, as a fiduciary, will act in the client's best interest.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-26
• S63 Uniform Securities Agent State Law Examination
  2019-04-10

Designations

Other Names

• Colby Dotson
• Colby L Dotson