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Peter Joseph Coulchinsky

The Summit Group

San Antonio, TX

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Current Employers
The Summit Group

342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-26
  • TX RA
    APPROVED
    Since 2024-01-26

Branch Locations

342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Argenta Capital Management, Llc Dba The Summit Group San Antonio TX 09/2014 Present
  • 09/2014 → Present
    Argenta Capital Management, Llc Dba The Summit Group
    San Antonio, TX
Previous Registrations
  • 2014-10-06 → 2023-12-31
    The Summit Group
    San Antonio, TX
  • 2014-02-24 → 2014-10-24
    Kmc Wealth Management, Llc
    San Antonio, TX
  • 2013-08-06 → 2014-02-18
    Tlwm Financial
    San Antonio, TX
  • 2004-09-21 → 2013-08-20
    Investment Professionals, Inc.
    Dallas, TX
    Cedar Hill, TX
    Red Oak, TX
    Mcallen, TX
    San Antonio, TX
    San Antonio, TX
  • 2004-07-08 → 2004-09-22
    Pan-American Investment Advisers, Inc.
    San Antonio, TX
  • 2000-08-14 → 2004-07-23
    Ubs Financial Services Inc.
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-31
S63 Uniform Securities Agent State Law Examination 1996-08-05
  • S66 Uniform Combined State Law Examination
    2001-05-31
  • S63 Uniform Securities Agent State Law Examination
    1996-08-05
Other Names
  • Peter Coulchinsky
  • Pedro Jose Coulchinsky
  • Pedro Jose Coulchinsky
  • Peter J Coulchinsky

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
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