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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

OMID HEIDAR SANIE

Advisor at UNITED BROKERAGE SERVICES INC

VIENNA, VA | Fairfax, VA | ASHBURN, VA | MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:875b4c3c-41eb-b518-1708-e53f67e531d9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 13, 2014 to Sep 15, 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: UNITED BROKERAGE SERVICES INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 7
Exams: S66
First exam: Aug 11, 2014
First registration: Aug 13, 2014
Dual registered: yes, broker-dealer
Other names: SANIE OMID|OMID SANIE
IAPD individual key: 6282351

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
UNITED BROKERAGE SERVICES INC	Bd affiliated wealth	Mar 26, 2018	n/a	yes	MCLEAN, VA\|VIENNA, VA\|ASHBURN, VA\|Fairfax, VA	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 18, 2022	Apr 21, 2022	no	New City, NY\|BRAMBLETON, VA\|RESTON, VA\|BRAMBLETON, VA	Previous registration
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Jan 28, 2015	Mar 26, 2018	no	SEATTLE, WA	Previous registration
CAPITAL ONE FINANCIAL ADVISORS LLC	n/a	Aug 13, 2014	Jan 28, 2015	no	MELVILLE, NY	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
WOODBURY FINANCIAL SERVICES, INC.	n/a	Apr 21, 2022	n/a	n/a	Departure no registered destination	Departure
CAPITAL ONE ADVISORS, LLC	UNITED BROKERAGE SERVICES INC	Mar 26, 2018	Mar 26, 2018	0	Firm change	Other
CAPITAL ONE FINANCIAL ADVISORS LLC	CAPITAL ONE ADVISORS, LLC	Jan 28, 2015	Jan 28, 2015	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
136865:39062:WA:2018-03-26	Mar 26, 2018	Mar 26, 2018	SEATTLE, WA	Firm change

Relationships

Registered with (4)

→ UNITED BROKERAGE SERVICES INCRegistered adviserregistration: current employment
Mar 26, 2018 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 18, 2022 to Apr 21, 2022factForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 28, 2015 to Mar 26, 2018factForm ADV
→ CAPITAL ONE FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Aug 13, 2014 to Jan 28, 2015factForm ADV

Dated events

Occurred
Apr 21, 2022
Advisor departed, no destination yet
Omid Heidar Sanie no longer registered at Woodbury Financial Services, Inc.; no later IA registration on IAPD
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:875b4c3c-41eb-b518-1708-e53f67e531d9
First observed: Aug 13, 2014
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OMID HEIDAR SANIE

Advisor at UNITED BROKERAGE SERVICES INC

VIENNA, VA | Fairfax, VA | ASHBURN, VA | MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:875b4c3c-41eb-b518-1708-e53f67e531d9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

UNITED BROKERAGE SERVICES INC

Bd affiliated wealth

Mar 26, 2018

n/a

yes

MCLEAN, VA|VIENNA, VA|ASHBURN, VA|Fairfax, VA

Current employment

WOODBURY FINANCIAL SERVICES, INC.

Former SEC adviser

Apr 18, 2022

Apr 21, 2022

New City, NY|BRAMBLETON, VA|RESTON, VA|BRAMBLETON, VA

Previous registration

CAPITAL ONE ADVISORS, LLC

Former SEC adviser

Jan 28, 2015

Mar 26, 2018

SEATTLE, WA

Previous registration

CAPITAL ONE FINANCIAL ADVISORS LLC

n/a

Aug 13, 2014

Jan 28, 2015

MELVILLE, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WOODBURY FINANCIAL SERVICES, INC.

n/a

Apr 21, 2022

n/a

Departure no registered destination

Departure

CAPITAL ONE ADVISORS, LLC

UNITED BROKERAGE SERVICES INC

Mar 26, 2018

Firm change

Other

CAPITAL ONE FINANCIAL ADVISORS LLC

CAPITAL ONE ADVISORS, LLC

Jan 28, 2015

Bulk transfer

Other

Team

Left

Joined

From

Kind

136865:39062:WA:2018-03-26

Mar 26, 2018

SEATTLE, WA

Firm change