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Jason Patrick Liu

Mtc Wealth Management

Battle Ground, WA

Tampa, FL

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Current Employers
Mtc Wealth Management

14055 Riveredge Dr. Suite 525, Tampa, FL 33637 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-07-08
DC RA APPROVED 2025-03-13
AZ RA APPROVED 2025-02-20
DE RA APPROVED 2025-02-10
ND RA APPROVED 2025-02-04
NH RA APPROVED 2025-02-03
UT RA APPROVED 2025-02-03
AR RA APPROVED 2025-01-31
IA RA APPROVED 2025-01-31
MT RA APPROVED 2025-01-31
NC RA APPROVED 2025-01-31
WV RA APPROVED 2025-01-31
MI RA APPROVED 2025-01-30
OR RA APPROVED 2025-01-30
SC RA APPROVED 2025-01-30
CO RA APPROVED 2025-01-29
CT RA APPROVED 2025-01-29
HI RA APPROVED 2025-01-29
IL RA APPROVED 2025-01-29
MS RA APPROVED 2025-01-29
OH RA APPROVED 2025-01-29
OK RA APPROVED 2025-01-29
PA RA APPROVED 2025-01-29
RI RA APPROVED 2025-01-29
VA RA APPROVED 2025-01-29
VI RA APPROVED 2025-01-29
AL RA APPROVED 2025-01-28
AK RA APPROVED 2025-01-28
CA RA APPROVED 2025-01-28
ID RA APPROVED 2025-01-28
KS RA APPROVED 2025-01-28
KY RA APPROVED 2025-01-28
MN RA APPROVED 2025-01-28
NE RA APPROVED 2025-01-28
NV RA APPROVED 2025-01-28
NM RA APPROVED 2025-01-28
NY RA APPROVED 2025-01-28
SD RA APPROVED 2025-01-28
TX RA APPROVED_RES 2025-01-28
VT RA APPROVED 2025-01-28
WA RA APPROVED 2025-01-28
WI RA APPROVED 2025-01-28
WY RA APPROVED 2025-01-28
  • IN RA
    APPROVED
    Since 2025-07-08
  • DC RA
    APPROVED
    Since 2025-03-13
  • AZ RA
    APPROVED
    Since 2025-02-20
  • DE RA
    APPROVED
    Since 2025-02-10
  • ND RA
    APPROVED
    Since 2025-02-04
  • NH RA
    APPROVED
    Since 2025-02-03
  • UT RA
    APPROVED
    Since 2025-02-03
  • AR RA
    APPROVED
    Since 2025-01-31
  • IA RA
    APPROVED
    Since 2025-01-31
  • MT RA
    APPROVED
    Since 2025-01-31
  • NC RA
    APPROVED
    Since 2025-01-31
  • WV RA
    APPROVED
    Since 2025-01-31
  • MI RA
    APPROVED
    Since 2025-01-30
  • OR RA
    APPROVED
    Since 2025-01-30
  • SC RA
    APPROVED
    Since 2025-01-30
  • CO RA
    APPROVED
    Since 2025-01-29
  • CT RA
    APPROVED
    Since 2025-01-29
  • HI RA
    APPROVED
    Since 2025-01-29
  • IL RA
    APPROVED
    Since 2025-01-29
  • MS RA
    APPROVED
    Since 2025-01-29
  • OH RA
    APPROVED
    Since 2025-01-29
  • OK RA
    APPROVED
    Since 2025-01-29
  • PA RA
    APPROVED
    Since 2025-01-29
  • RI RA
    APPROVED
    Since 2025-01-29
  • VA RA
    APPROVED
    Since 2025-01-29
  • VI RA
    APPROVED
    Since 2025-01-29
  • AL RA
    APPROVED
    Since 2025-01-28
  • AK RA
    APPROVED
    Since 2025-01-28
  • CA RA
    APPROVED
    Since 2025-01-28
  • ID RA
    APPROVED
    Since 2025-01-28
  • KS RA
    APPROVED
    Since 2025-01-28
  • KY RA
    APPROVED
    Since 2025-01-28
  • MN RA
    APPROVED
    Since 2025-01-28
  • NE RA
    APPROVED
    Since 2025-01-28
  • NV RA
    APPROVED
    Since 2025-01-28
  • NM RA
    APPROVED
    Since 2025-01-28
  • NY RA
    APPROVED
    Since 2025-01-28
  • SD RA
    APPROVED
    Since 2025-01-28
  • TX RA
    APPROVED_RES
    Since 2025-01-28
  • VT RA
    APPROVED
    Since 2025-01-28
  • WA RA
    APPROVED
    Since 2025-01-28
  • WI RA
    APPROVED
    Since 2025-01-28
  • WY RA
    APPROVED
    Since 2025-01-28

Branch Locations

Battle Ground, WA • United States

14055 Riveredge Dr. Suite 525, Tampa, FL 33637 • 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
Union Bank Los Angeles CA 10/2012 01/2021
Unionbanc Investment Services Los Angeles CA 10/2012 01/2021
U.S. Bank Seattle WA 01/2023 07/2023
U.S. Bancorp Investments, Inc. Seattle WA 01/2023 07/2023
Unemployed Battle Ground WA 02/2021 12/2022
Members Trust Company Tampa FL 07/2023 Present
Mtc Wealth Management Llc Tampa FL 07/2023 Present
  • 10/2012 → 01/2021
    Union Bank
    Los Angeles, CA
  • 10/2012 → 01/2021
    Unionbanc Investment Services
    Los Angeles, CA
  • 01/2023 → 07/2023
    U.S. Bank
    Seattle, WA
  • 01/2023 → 07/2023
    U.S. Bancorp Investments, Inc.
    Seattle, WA
  • 02/2021 → 12/2022
    Unemployed
    Battle Ground, WA
  • 07/2023 → Present
    Members Trust Company
    Tampa, FL
  • 07/2023 → Present
    Mtc Wealth Management Llc
    Tampa, FL
Previous Registrations
  • 2023-01-27 → 2023-07-26
    U.S. Bancorp Investments, Inc.
    Seattle, WA
    Bellevue, WA
  • 2012-10-19 → 2021-02-01
    U.S. Bancorp Advisors, Llc
    Los Angeles, CA
    Glendale, CA
    Irvine, CA
  • 2010-09-15 → 2012-09-19
    Chase Investment Services Corp.
    Los Angeles, CA
    Los Angeles, CA
    Hawthorne, CA
    Hawthorne, CA
    South Gate, CA
    Los Angeles, CA
    Los Angeles, CA
    Bell, CA
    Huntington Park,, CA
    Garden Grove, CA
    Anaheim, CA
    Santa Ana, CA
    Fullerton, CA
    Garden Grove, CA
    Los Angeles, CA
    Bell, CA
    Bell Gardens, CA
    Fullerton, CA
    Gardena, CA
    Anaheim, CA
    Lynwood, CA
    Huntington Park, CA
    Gardena, CA
    Orange, CA
    Los Angeles, CA
    El Segundo, CA
    El Segundo, CA
    Inglewood, CA
    Anaheim, CA
    Anaheim, CA
    Los Angeles, CA
    Los Angeles, CA
    Fullerton, CA
    Inglewood, CA
    Irvine, CA
    Anaheim, CA
    Irvine, CA
    Foothill Ranch, CA
    Garden Grove, CA
    Garden Grove, CA
    Irvine, CA
    Irvine, CA
    Lake Forest, CA
    Mission Viejo, CA
    Mission Viejo, CA
    Orange, CA
    Orange, CA
    Santa Ana, CA
    Anaheim, CA
    Irvine, CA
    Mission Viejo, CA
    Orange, CA
    Tustin, CA
    Fullerton, CA
    Irvine, CA
    Irvine, CA
    Rancho Santa Margarita, CA
    Anaheim, CA
    Fullerton, CA
    Santa Ana, CA
    Anaheim, CA
    Irvine, CA
    Irvine, CA
    Fullerton, CA
    Irvine, CA
  • 2001-05-15 → 2010-09-23
    Wells Fargo Investments, Llc
    Scottsdale, AZ
    Beaumont, CA
    San Diego, CA
    Scottsdale, AZ
    Scottsdale, AZ
    Murrieta, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-04-02
S65 Uniform Investment Adviser Law Examination 1998-02-25
  • S63 Uniform Securities Agent State Law Examination
    1998-04-02
  • S65 Uniform Investment Adviser Law Examination
    1998-02-25

View on SEC IAPD

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