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Christopher Paul Urban

Discovery Wealth Planning LLC

Vienna, VA

Vienna, VA

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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
Other Names
  • Christopher Paul Urban
  • Chris Urban

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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