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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Robert Keith Chacon

Advisor at COOPER MCMANUS

IRVINE, CA | Simi Valley, CA

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Search this name across graphsid dfx:ria:101d9c36-dd0e-89a7-a380-278af6bedcce

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 30, 2003 to Sep 15, 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: COOPER MCMANUS
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: Jul 29, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 29, 2003
First registration: Jul 30, 2003
Dual registered: yes, broker-dealer
Other names: Robert Chacon|Robert K. Chacon
IAPD individual key: 4676205

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
COOPER MCMANUS	Independent wealth	Feb 2, 2026	n/a	yes	IRVINE, CA\|Simi Valley, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 5, 2025	Feb 2, 2026	no	WESTLAKE VILLAGE, CA	Previous registration
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	May 28, 2008	Jun 5, 2025	no	Westlake Village, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Jul 12, 2005	Jun 20, 2008	no	WESTLAKE VILLAGE, CA\|SIMI VALLEY, CA\|WESTLAKE VILLAGE, CA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Aug 11, 2004	Sep 10, 2004	no	GLENDALE, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jul 30, 2003	Jun 2, 2004	no	THOUSAND OAKS, 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
LPL FINANCIAL LLC	COOPER MCMANUS	Feb 2, 2026	Feb 2, 2026	0	Firm change	Ibd to RIA
WESTERN INTERNATIONAL SECURITIES	LPL FINANCIAL LLC	Jun 5, 2025	Jun 5, 2025	0	Bulk transfer	Ibd to ibd
FINANCIAL WEST GROUP	WESTERN INTERNATIONAL SECURITIES	Jun 20, 2008	May 28, 2008	-23	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	FINANCIAL WEST GROUP	Sep 10, 2004	Jul 12, 2005	305	Firm change	Other
MORGAN STANLEY DW INC.	VALIC FINANCIAL ADVISORS, INC.	Jun 2, 2004	Aug 11, 2004	70	Firm change	Other

Relationships

Registered with (6)

→ COOPER MCMANUSRegistered adviserregistration: current employment
Feb 2, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 5, 2025 to Feb 2, 2026factForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
May 28, 2008 to Jun 5, 2025factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Jul 12, 2005 to Jun 20, 2008factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Aug 11, 2004 to Sep 10, 2004factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jul 30, 2003 to Jun 2, 2004factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
Robert Keith Chacon left Lpl Financial Llc for Cooper Mcmanus (registered 2026-02-02)
Form ADVobserved 6 days ago