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Peter Creighton Keefe

Rockbridge Asset Management, LLC

Alexandria, VA

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Current Employers
Rockbridge Asset Management, Llc

225 Reinekers Lane Suite 625, Alexandria, VA 22314 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-20
CA RA APP_PEND_IARCE 2026-01-01
DC RA APP_PEND_IARCE 2026-01-01
VA RA APPROVED 2024-12-06
  • TX RA
    APPROVED
    Since 2026-02-20
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • DC RA
    APP_PEND_IARCE
    Since 2026-01-01
  • VA RA
    APPROVED
    Since 2024-12-06

Branch Locations

225 Reinekers Lane Suite 625, Alexandria, VA 22314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avenir Corporation Washington DC 05/1991 05/2024
Rockbridge Capital Management, Llc Alexandria VA 05/2024 Present
  • 05/1991 → 05/2024
    Avenir Corporation
    Washington, DC
  • 05/2024 → Present
    Rockbridge Capital Management, Llc
    Alexandria, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-03-02
S63 Uniform Securities Agent State Law Examination 1981-01-16
  • S65 Uniform Investment Adviser Law Examination
    1992-03-02
  • S63 Uniform Securities Agent State Law Examination
    1981-01-16
Designations

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
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