Xiaodong Wu

Current Employers

Employment History

• 05/2015 → Present
  Transamerica Financial Advisors, Inc
  Lexington, MA
• 11/2014 → Present
  Wfgia
  Lexington, MA
• 06/2019 → Present
  Hsa Insurance
  Braintree, MA
• 09/2018 → Present
  Empower Team
  Lexington, MA
• 01/2020 → Present
  Nationwide (Nationwide Employee Benefits)
  Columbus, OH
• 07/2020 → Present
  Principal Life Insurance Company
  Des Moines, IA
• 11/2022 → Present
  Bavvy/Milliman
  Omaha, NE
• 06/2023 → Present
  International Medical Group, Inc.
  Indianapolis, In 46208, IN
• 10/2023 → Present
  Massachusetts Health Connector
  Boston, MA
• 01/2024 → Present
  Garity Advantage
  Norwell, MA
• 06/2024 → Present
  Covered California
  Sacrament, CA
• 11/2024 → Present
  Vsp Vision Care
  Rancho Cordova, CA
• 11/2024 → Present
  Resolution Life/Security Life Of Denver Insurance Company
  West Chester, PA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Empower Team/ 0918-Present/ Investment Related: No /430 Bedford St. Suite 100 Lexington, MA 02420/ Partner/ Empower Team LLC was established for the purpose of renting an office space for our new TFA registered branch operation. There would be no payrolls or products associated with the LLC. / Hrs Work Monthly: 0/ Sec Trading Hrs: 0 / Conduct TFA and WFG business Nationwide (Nationwide Employee Benefits)/ 0120-Present/ Investment Related: Yes / One Nationwide Plaza Columbus, OH 43215 / Independent contractor / Insurance sales / Hrs Work Monthly: 1 / Sec Trading Hrs: 0 / Work on a part time basis as an independent contractor to sell group insurance plans offered by Nationwide HSA Insurance/ 0619-Present/ Investment Related: No/135 wood Road Braintree, MA 02184/ Independent Contractor/ Providing health insurance to small businesses, the self-employed and individuals/ Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Marketing health insurance plans to help meet clients' health insurance needs Principal Life Insurance Company/ 0720-Present / Investment Related: No / 711 High Street Des Moines, IA 50392 / Agent / Insurance Sales / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Provide group benefit plans, such as life, disability, dental and vision insurance for business entities. BAVVY/MILLIMAN POSITION: Contractor NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2022 ADDRESS: 18205 Capitol Ave, Suite 400, Omaha NE 68022, United States DESCRIPTION: Sell health insurance plans. INTERNATIONAL MEDICAL GROUP, INC. POSITION: Agent NATURE: travel health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/13/2023 ADDRESS: 2960 North Meridian Street, Indianapolis, IN 46208 IN 46208, United States DESCRIPTION: Selling travel health insurance plans. MASSACHUSETTS HEALTH CONNECTOR POSITION: Agent NATURE: Health insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 133 Portland Street, Boston MA 02114, United States DESCRIPTION: Selliing health insurance plans GARITY ADVANTAGE POSITION: Contractor NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2024 ADDRESS: 17 Accord Dr, Norwell MA 02061, United States DESCRIPTION: Sell health insurance COVERED CALIFORNIA / POSITION: Independent Contractor NATURE: Health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2024 ADDRESS: 1601 Exposition Blvd, Sacrament CA 95815 \ DESCRIPTION: Health insurance sales RESOLUTION LIFE/SECURITY LIFE OF DENVER INSURANCE COMPANY POSITION: Independent Contractor NATURE: Life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/22/2024 ADDRESS: 1475 Dunwoody Drive, West Chester PA 19380, United States DESCRIPTION: Service life insurance policy VSP VISION CARE POSITION: Independent Contractor NATURE: vision insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/22/2024 ADDRESS: 3333 Quality Drive, Rancho Cordova CA 95670, United States DESCRIPTION: vision insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-06
• S63 Uniform Securities Agent State Law Examination
  2015-07-08