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
Robert Keith Chacon
Feed of 09/15/2026
Also filed as Robert Chacon
At current firm
0 y
since Feb 2, 2026
In the industry
23 y
since Jul 29, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cooper Mcmanus independent RIA currentsince Feb 2, 2026 · Irvine, Ca
- LPL Financial LLC BD affiliatedJun 5, 2025 to Feb 2, 2026 · Westlake Village, Ca
- Western International Securities formerMay 28, 2008 to Jun 5, 2025 · Westlake Village, Ca
- Financial West Group formerJul 12, 2005 to Jun 20, 2008 · Westlake Village, Ca
- Valic Financial Advisors, Inc. BD affiliatedAug 11, 2004 to Sep 10, 2004 · Glendale, Ca
- Morgan Stanley Dw Inc. unclassifiedJul 30, 2003 to Jun 2, 2004 · Thousand Oaks, Ca
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Cooper Mcmanusleft Feb 2, 2026, registered Feb 2, 2026 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Western International Securities to LPL Financial LLCleft Jun 5, 2025, registered Jun 5, 2025 (0 days) · corporate re-registration, not a move
- Financial West Group to Western International Securitiesleft Jun 20, 2008, registered May 28, 2008 (-23 days) · Other
- Valic Financial Advisors, Inc. to Financial West Groupleft Sep 10, 2004, registered Jul 12, 2005 (305 days) · Other
- Morgan Stanley Dw Inc. to Valic Financial Advisors, Inc.left Jun 2, 2004, registered Aug 11, 2004 (70 days) · Other
Signals
- Robert Keith Chacon left Lpl Financial Llc for Cooper Mcmanus (registered 2026-02-02)Feb 2, 2026 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address