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RIA / WealthAdvisor30 years in industry

PETER JOSEPH COULCHINSKY

Advisor at THE SUMMIT GROUP

SAN ANTONIO, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2000 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: THE SUMMIT GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 5, 1996
First registration: Aug 14, 2000
Dual registered: no
Other names: PETER COULCHINSKY|PEDRO JOSE COULCHINSKY|PEDRO JOSE COULCHINSKY|PETER J COULCHINSKY
IAPD individual key: 2675667

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
THE SUMMIT GROUP	State registered	Jan 26, 2024	n/a	yes	SAN ANTONIO, TX	Current employment
THE SUMMIT GROUP	State registered	Oct 6, 2014	Dec 31, 2023	no	SAN ANTONIO, TX	Previous registration
KMC WEALTH MANAGEMENT, LLC	State registered	Feb 24, 2014	Oct 24, 2014	no	SAN ANTONIO, TX	Previous registration
TLWM FINANCIAL	Independent wealth	Aug 6, 2013	Feb 18, 2014	no	SAN ANTONIO, TX	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Sep 21, 2004	Aug 20, 2013	no	DALLAS, TX\|CEDAR HILL, TX\|RED OAK, TX\|MCALLEN, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
PAN-AMERICAN INVESTMENT ADVISERS, INC.	n/a	Jul 8, 2004	Sep 22, 2004	no	SAN ANTONIO, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 14, 2000	Jul 23, 2004	no	SAN ANTONIO, TX	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
KMC WEALTH MANAGEMENT, LLC	THE SUMMIT GROUP	Oct 24, 2014	Oct 6, 2014	-18	Firm change	Other
TLWM FINANCIAL	KMC WEALTH MANAGEMENT, LLC	Feb 18, 2014	Feb 24, 2014	6	Firm change	Other
INVESTMENT PROFESSIONALS, INC.	TLWM FINANCIAL	Aug 20, 2013	Aug 6, 2013	-14	Firm change	Other
PAN-AMERICAN INVESTMENT ADVISERS, INC.	INVESTMENT PROFESSIONALS, INC.	Sep 22, 2004	Sep 21, 2004	-1	Firm change	Other
UBS FINANCIAL SERVICES INC.	PAN-AMERICAN INVESTMENT ADVISERS, INC.	Jul 23, 2004	Jul 8, 2004	-15	Firm change	Other

Relationships

Registered with (6)

→ THE SUMMIT GROUPRegistered adviserregistration: previous registration
Oct 6, 2014 to Dec 31, 2023factForm ADV
→ KMC WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 24, 2014 to Oct 24, 2014factForm ADV
→ TLWM FINANCIALRegistered adviserregistration: previous registration
Aug 6, 2013 to Feb 18, 2014factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Sep 21, 2004 to Aug 20, 2013factForm ADV
→ PAN-AMERICAN INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Jul 8, 2004 to Sep 22, 2004factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 14, 2000 to Jul 23, 2004factForm ADV

Dated events

No dated event names this entity yet.