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Christopher Paul Urban

Discovery Wealth Planning LLC

Vienna, VA

Vienna, VA

CRD 6939505

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Employer firm

Discovery Wealth Planning LLC CRD 321055

$34.2M regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Discovery Wealth Planning Llc

111 Church St Nw Suite 201, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-21
DC RA APP_PEND_IARCE 2026-01-01
MD RA APP_PEND_IARCE 2026-01-01
VA RA APPROVED 2022-05-18
  • PA RA
    APPROVED
    Since 2026-07-21
  • DC RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01
  • VA RA
    APPROVED
    Since 2022-05-18

Branch Locations

111 Church St Nw Suite 201, Vienna, VA 22180 • United States

Vienna, VA • 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
State Street Corporation Los Angeles CA 09/2012 01/2018
Burney Company Reston VA 04/2018 04/2022
Discovery Wealth Planning Llc Vienna VA 03/2022 Present
Stocktalk, Inc. Dba Mezzi San Carlos CA 06/2025 08/2025
  • 09/2012 → 01/2018
    State Street Corporation
    Los Angeles, CA
  • 04/2018 → 04/2022
    Burney Company
    Reston, VA
  • 03/2022 → Present
    Discovery Wealth Planning Llc
    Vienna, VA
  • 06/2025 → 08/2025
    Stocktalk, Inc. Dba Mezzi
    San Carlos, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-12
  • S65 Uniform Investment Adviser Law Examination
    2018-03-12
Designations
  • Certified Financial Planner
Other Names
  • Christopher Paul Urban
  • Chris Urban

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL

Nearby Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

More in Vienna, VA

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