Xiaohuan Xu

Current Employers

Employment History

• 12/2013 → Present
  Wfgia
  Gaithersburg, MD
• 12/2015 → Present
  Transamerica Financial Advisors, Inc
  Gaithersburg, MD
• 08/2017 → Present
  Wsb Gfc Llc
  Gaithersburg, MD
• 08/2022 → Present
  Catherine Xu Finanical Dynasty Llc
  Germantown, MD
• 10/2022 → Present
  Clear Water
  Gaithersburg, MD
• 08/2023 → Present
  Kaiser Permanente
  Gaithersburg, MD
• 08/2023 → Present
  Unitedhealth Care
  Minnetonka, MD
• 08/2023 → Present
  Imc
  Rockville, MD
• 08/2023 → Present
  Imc
  Rockville, MD
• 01/2024 → Present
  Water Song Food And Beverage Llc
  Columbia, MD

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Kaiser Permanente | Agent | health insurance | not investment related | 8/2023 | GAithersburg MD United Health Care | Agent | Health Insurance | not investment related | 8/2023 | Minnetonka, MD WSB GFC LLC; Investment Related/No; 702 Russell Ave. 300 Gaithersburg, MD 20877; Management; 08/09/2017; hrs/month 2; hrs during sec. trading 0; manage the operations CATHERINE XU FINANICAL DYNASTY LLC POSITION: President NATURE: Entity Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2022 ADDRESS: 20338 Peacemaker Dr, Germantown MD 20874, United States DESCRIPTION: manage accounting CLEAR WATER POSITION: Referral agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/21/2022 ADDRESS: 702 Russell Ave, Suite 300, Gaithersburg MD 20877, United States DESCRIPTION: Only refer people who need their health insurance IMC POSITION: Agent NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 20 START DATE: 08/15/2023 ADDRESS: 1101 Wootton Pkwy #820, Rockville MD 20852, United States DESCRIPTION: Help people with insurance plans WATER SONG FOOD AND BEVERAGE LLC POSITION: Investor NATURE: Food business INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2024 ADDRESS: 6250 Old Dobbing Ln, Suite 140, Columbia MD 21045, United States DESCRIPTION: annual meeting for 2 hrs

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-05-05
• S65 Uniform Investment Adviser Law Examination
  2021-03-24