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Omid Heidar Sanie

United Brokerage Services, Inc

Mclean, VA

Vienna, VA

Ashburn, VA

Fairfax, VA

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Current Employers
United Brokerage Services, Inc

514 Market Street, Parkersburg, WV 26101 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-20
WV RA APPROVED 2020-10-09
FL RA APPROVED 2018-09-21
DC RA APPROVED 2018-04-30
NC RA APPROVED 2018-04-10
MD RA APPROVED 2018-03-26
VA RA APPROVED 2018-03-26
  • NY RA
    APPROVED
    Since 2026-02-20
  • WV RA
    APPROVED
    Since 2020-10-09
  • FL RA
    APPROVED
    Since 2018-09-21
  • DC RA
    APPROVED
    Since 2018-04-30
  • NC RA
    APPROVED
    Since 2018-04-10
  • MD RA
    APPROVED
    Since 2018-03-26
  • VA RA
    APPROVED
    Since 2018-03-26

Branch Locations

1320 Old Chain Bridge Road, Mclean, VA 22101-3930 • United States

2071 Chain Bridge Road, Vienna, VA 22182 • United States

21885 Ryan Center Way, Ashburn, VA 20147 • United States

11185 Fairfax Blvd, Fairfax, VA 22030 • 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
Capital One Sharebuilder, Inc. Mclean VA 01/2014 03/2018
Sharebuilder 401K Seattle WA 01/2015 03/2018
United Brokerage Services Ashburn VA 03/2018 Present
Woodbury Financial Services Inc Reston VA 04/2022 04/2022
  • 01/2014 → 03/2018
    Capital One Sharebuilder, Inc.
    Mclean, VA
  • 01/2015 → 03/2018
    Sharebuilder 401K
    Seattle, WA
  • 03/2018 → Present
    United Brokerage Services
    Ashburn, VA
  • 04/2022 → 04/2022
    Woodbury Financial Services Inc
    Reston, VA
Previous Registrations
  • 2022-04-18 → 2022-04-21
    Woodbury Financial Services, Inc.
    New City, NY
    Brambleton, VA
    Reston, VA
    Brambleton, VA
  • 2015-01-28 → 2018-03-26
    Capital One Advisors, Llc
    Seattle, WA
  • 2014-08-13 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-11
  • S66 Uniform Combined State Law Examination
    2014-08-11
Other Names
  • Sanie Omid
  • Omid Sanie

View on SEC IAPD

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MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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