Bryan Vito Phelan

Current Employers

Morton Wealth

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-09-30

CA RA
APPROVED

Since 2025-09-30

Branch Locations

27200 Agoura Road Suite 200, Calabasas, CA 91301 • 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

Organization	City	State	From	To
Morton Wealth	Calabasa	CA	06/2025	Present
Us-Lbm	South Lake Tahoe	CA	09/2024	06/2025
Flanders Inc	Evansville	IN	09/2023	07/2024
Phelan Auto Group	Macon	GA	01/2017	05/2022
Polay And Clark	Atlanta	GA	06/2015	09/2017
Unemployed	South Lake Tahoe	CA	05/2022	09/2023
Unemployed	South Lake Tahoe	CA	07/2024	09/2024

06/2025 → Present

Morton Wealth

Calabasa, CA
09/2024 → 06/2025

Us-Lbm

South Lake Tahoe, CA
09/2023 → 07/2024

Flanders Inc

Evansville, IN
01/2017 → 05/2022

Phelan Auto Group

Macon, GA
06/2015 → 09/2017

Polay And Clark

Atlanta, GA
05/2022 → 09/2023

Unemployed

South Lake Tahoe, CA
07/2024 → 09/2024

Unemployed

South Lake Tahoe, CA

Other Businesses

Lake Tahoe Luxury restrooms Non Investment related 1112 Sioux Street South Lake Tahoe CA 96150 Portable restroom trailer rentals Partner 2024 2 0 Set trailer up on weekends for weddings/events

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-30

S65 Uniform Investment Adviser Law Examination

2025-09-30

Other Names

Vito Phelan

View on SEC IAPD

Current Employers

Morton Wealth

Disclosures

Employment History

Other Businesses

Exams

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