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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2026-06-10 |
Branch Locations
13 Oakland Ave., Warwick, NY 10990 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
13 Oakland Avenue, Warwick, NY 10990 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magellan Financial Solutions | Warwick | NY | 10/2010 | Present |
| Cof I, Llc | Warwick | NY | 10/2010 | Present |
| Farther | Warwick | NY | 06/2026 | Present |
Mr. Berina, under Magellan COF I, LLC, provides consulting services to assist startups, small and medium size businesses by creating and presenting business development strategies to enable clients to make informed financial business decisions. START: 11/2013, Not Investment Related. Mr. Berina spends a limited amount of time in this capacity and it is less than 3% of his income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-25 |
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