Samanda Morales

Current Employers

Wellfin360

Lynnfield, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-04-12

MA RA
APPROVED

Since 2024-04-12

Branch Locations

Lynnfield, MA • 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
Wellfin360	Lynnfield	MA	05/2022	Present
Ahora Inc	Lynnfield	MA	02/2020	Present
Mbs Llc	Lynnfield	MA	11/2019	12/2020
Bank Of Ny Mellon	New York	NY	01/2016	11/2019
360 Business Solutions Llc	Lynnfield	MA	02/2025	Present

05/2022 → Present

Wellfin360

Lynnfield, MA
02/2020 → Present

Ahora Inc

Lynnfield, MA
11/2019 → 12/2020

Mbs Llc

Lynnfield, MA
01/2016 → 11/2019

Bank Of Ny Mellon

New York, NY
02/2025 → Present

360 Business Solutions Llc

Lynnfield, MA

Other Businesses

Samanda Morales is the Co-Founder and CEO at Ahora Inc. She provides guidance, strategic direction and participates in fundraising activities. This is not investment related, does not pose a conflict of interest and is generally performed outside of trading hours. Samanda Morales is Owner of 360 Business Solutions LLC, a company providing business consulting and Fractional CFO services. She dedicates approximately 20 hours per week to this activity (7 hours per week during trading hours). This is not investment related and does not pose a conflict of interest.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-20

S65 Uniform Investment Adviser Law Examination

2023-10-20