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RIA / WealthAdvisor11 years in industry

Dustin McDonald

Advisor at BUCK WEALTH STRATEGIES, LLC

DENVER, CO

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Search this name across graphsid dfx:ria:cf66bf63-477b-3812-9b0d-c04f1b65a94e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 29, 2015 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: BUCK WEALTH STRATEGIES, 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: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 13, 2015
First registration: Apr 29, 2015
Dual registered: no
Other names: DUSTIN SHANE MCDONALD
IAPD individual key: 5854078

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
BUCK WEALTH STRATEGIES, LLC	Independent wealth	Aug 8, 2025	n/a	yes	DENVER, CO	Current employment
Cedrus	Former SEC adviser	Apr 3, 2023	Dec 10, 2024	no	Denver, CO\|LITTLETON, CO	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Aug 2, 2021	Mar 28, 2023	no	Denver, CO	Previous registration
Spc	Bd affiliated wealth	Aug 20, 2019	Aug 2, 2021	no	Lone Tree, CO\|ANN ARBOR, MI	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 5, 2017	Aug 7, 2019	no	GREENWOOD VILLAGE, CO	Previous registration
Spc	Bd affiliated wealth	Apr 29, 2015	Nov 1, 2017	no	Loveland, CO\|ANN ARBOR, MI	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
Cedrus	BUCK WEALTH STRATEGIES, LLC	Dec 10, 2024	Aug 8, 2025	241	Firm change	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Cedrus	Mar 28, 2023	Apr 3, 2023	6	Firm change	Ibd to RIA
Spc	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Aug 2, 2021	Aug 2, 2021	0	Firm change	Ibd to ibd
WOODBURY FINANCIAL SERVICES, INC.	Spc	Aug 7, 2019	Aug 20, 2019	13	Firm change	Ibd to ibd
Spc	WOODBURY FINANCIAL SERVICES, INC.	Nov 1, 2017	Dec 5, 2017	34	Firm change	Other

Relationships

Registered with (5)

→ BUCK WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Aug 8, 2025 to presentfactForm ADV
→ CEDRUSRegistered adviserregistration: previous registration
Apr 3, 2023 to Dec 10, 2024factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 2, 2021 to Mar 28, 2023factForm ADV
→ SPCRegistered adviserregistration: previous registration
Aug 20, 2019 to Aug 2, 2021factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 5, 2017 to Aug 7, 2019factForm ADV

Dated events

Occurred
Dec 10, 2024
Advisor changed firm
Dustin Mcdonald left Cedrus for Buck Wealth Strategies, Llc (registered 2025-08-08)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Dustin Mcdonald left Cambridge Investment Research Advisors, Inc. for Cedrus (registered 2023-04-03)
Form ADVobserved 4 days ago