Carrying Agreement Sample Contracts

AMENDED AND RESTATED CARRYING AGREEMENT
Carrying Agreement • May 10th, 2021 • Fusion Acquisition Corp. • Finance services

THIS AMENDED AND RESTATED CARRYING AGREEMENT dated 10/29/2020 (the “Agreement”) is between DRIVEWEALTH, LLC, a broker-dealer registered with the SEC and a member of FINRA (“DriveWealth”), and ML WEALTH, LLC a SEC registered investment advisor (“Company”).

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AMENDMENT NO. 2
Carrying Agreement • March 17th, 2022 • Moneylion Inc. • Finance services

This amendment (the “Amendment”) is made between DRIVEWEALTH, LLC (“DriveWealth”), and ML WEALTH, LLC (“Company”), and is effective as of 12/6/2021 (the “Amendment Effective Date”).

= Certain identified information has been excluded from the exhibit because it is both not material and is the type that the Registrant treats as private or confidential AMENDMENT NO. 4 TO THE AMENDED AND RESTATED CARRYING AGREEMENT
Carrying Agreement • November 7th, 2024 • Moneylion Inc. • Finance services

This fourth amendment (the “Fourth Amendment”) is made between DRIVEWEALTH, LLC (“DriveWealth”), and ML WEALTH, LLC (“Company”), and is effective as of 7/10/2024 (the “Fourth Amendment Effective Date”).

AMENDMENT NO. 1
Carrying Agreement • March 17th, 2022 • Moneylion Inc. • Finance services

This amendment (the “Amendment”) is made by and between DRIVEWEALTH, LLC (“DriveWealth”), and ML WEALTH, LLC (“Company”), and is effective as of March 31, 2021 (the “Amendment Effective Date”).

= Certain information contained in this document, marked by brackets, has been omitted because the registrant customarily and actually treats such information as private or confidential and it is not material. AMENDMENT NO. 3 TO THE CARRYING AGREEMENT
Carrying Agreement • November 7th, 2023 • Moneylion Inc. • Finance services

This amendment (the “Third Amendment”) is made between DRIVEWEALTH, LLC (“DriveWealth”), and ML WEALTH, LLC (“Company”) and is effective as of 5/1/2023 (the “Third Amendment Effective Date”).

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