Calvin R. Persaud

S2K FINANCIAL LLC

LAKE WORTH BEACH, FL

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CRD#: 3261683

Professional summary

Calvin Ryan Persaud, who also goes by Cal Ryan Persaud, is a registered financial professional currently at S2K FINANCIAL LLC located in Lake Worth Beach, Florida and SMITH, MOORE & CO. located in Clayton, Missouri.

Calvin is registered as a RR (Registered Representative) and started their career in finance in 2009. Calvin has worked at 18 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Cal Ryan Persaud

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. The name of the other business - INNREG LLC 2. Whether the business is investment-related - No 3. The address of the other business - 1101 BRICKELL AVENUE, SOUTH TOWER, 8TH FLOOR, MIAMI, FL 33131 4. The nature of the other business - COMPLIANCE AND MANAGEMENT CONSULTING. 5. Your position - EXTERNAL CONSULTANT 6. Title, or relationship with the other business - COMPLIANCE CONSULTING. 7. The start date of your relationship - 12/01/2018 8. The approximate number of hours/months you devote to the other business - 10 HOURS PER WEEK 9. The number of hours you devote to the other business during securities trading hours - 0 HOURS PER MONTH DURING TRADING HOURS 10. Briefly describe your duties relating to the other business - COMPLIANCE CONSULTING. This business includes services provided to the unaffiliated firms referred to under Section 3 (if any), affiliated firms listed under Section 6 (if any), and the current employers listed under Section 13 (if any), other than Persaud Consulting LLC. 1. The name of the other business - PERSAUD CONSULTING, LLC 2. Whether the business is investment-related - No 3. The address of the other business - 1904 Vernon Street, Lake Worth Beach, FL 33460 4. The nature of the other business - COMPLIANCE AND MANAGEMENT CONSULTING TO THIRD PARTIES 5. Your position - CONSULTANT 6. Title, or relationship with the other business - COMPLIANCE AND MANAGEMENT CONSULTING TO THIRD PARTIES 7. The start date of your relationship - 03/01/2021 EFFECTIVE DATE: 05/12/2020 8. The approximate number of hours/months you devote to the other business - 10 HOURS PER WEEK 9. The number of hours you devote to the other business during securities trading hours - 0 HOURS PER MONTH DURING TRADING HOURS 10. Briefly describe your duties relating to the other business - COMPLIANCE AND MANAGEMENT CONSULTING

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Calvin Ryan Persaud's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 6, 2025 - Present

S2K FINANCIAL LLC

CRD#: 248786

LAKE WORTH BEACH, FL

Current

October 1, 2025 - Present

SMITH, MOORE & CO.

Office #1: 7777 Bonhomme Ave., Suite 2400, Clayton, MO 63105

RIA

CRD#: 3441

Clayton, MO

Current

October 2, 2025 - Present

CLEANSOURCE SECURITIES

Office #1: 1942 East 7th Street Sutie 350, Charlotte, NC 28204

CRD#: 323456

CHARLOTTE, NC

Past

September 26, 2024 - March 7, 2025

ARCHITECT SECURITIES LLC

CRD#: 328167

LAKE WORTH BEACH, FL

Past

February 2, 2024 - March 28, 2024

FG ADVISORY SERVICES, LLC.

RIA

CRD#: 329430

Lake Worth Beach, FL

Past

November 22, 2023 - July 31, 2024

ORTEX SECURITIES LLC

CRD#: 322213

NEW YORK, NY

Past

May 31, 2023 - January 24, 2024

FINSIE

RIA

CRD#: 313047

LAKE WORTH BEACH, FL

Past

June 9, 2022 - November 3, 2023

PLANNER SECURITIES LLC

CRD#: 36866

NEW YORK, NY

Past

August 25, 2021 - November 3, 2021

PASSFOLIO SECURITIES, LLC

CRD#: 299874

SAN FRANCISCO, CA

Past

December 2, 2019 - June 15, 2021

AVENUE GLOBAL ADVISORS LLC

RIA

CRD#: 304498

MIAMI, FL

Past

June 27, 2019 - October 20, 2020

PASSFOLIO SECURITIES, LLC

CRD#: 299874

SAN FRANCISCO, CA

Past

June 27, 2019 - June 30, 2021

AVENUE SECURITIES LLC

CRD#: 292589

MIAMI, FL

Past

February 7, 2017 - May 22, 2018

GWN SECURITIES INC.

RIA

CRD#: 128929

PALM BEACH GARDENS, FL

Past

February 1, 2017 - May 22, 2018

GWN SECURITIES INC.

CRD#: 128929

PALM BEACH GARDENS, FL

Past

September 9, 2016 - October 3, 2016

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

WEST PALM BEACH, FL

Past

April 7, 2015 - October 3, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

WEST PALM BEACH, FL

Past

February 4, 2015 - October 3, 2016

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

WEST PALM BEACH, FL

Past

December 23, 2014 - January 16, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

PALM BCH GDNS, FL

Past

October 1, 2012 - January 31, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

WEST PALM BEACH, FL

Past

May 2, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

WEST PALM BEACH, FL

Past

March 19, 2009 - May 2, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

WEST PALM BEACH, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(3/6/2025)

North Carolina
(10/2/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 4/3/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/5/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 5/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/18/2009

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/10/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CLEANSOURCE SECURITIES

CLEANSOURCE SECURITIES | CLEANSOURCE SECURITIES LLC

CRD#: 323456 / SEC#: , 8-71077

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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Contact information

Main Address

1942 East 7th Street Sutie 350, Charlotte, NC 28204

Mailing Address

1942 East 7th Street Suite 350, Charlotte, NC 28204

Phone number

(704) 271-9889

Established

North Carolina since 08/04/2022

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CLEANSOURCE CAPITAL LLC	MEMBER MANAGER
BEVAUN, MARLON	FINOP	6259795
MONTGOMERY, WILLIAM GREGORY	PRESIDENT	2468139
PERSAUD, CALVIN RYAN	CHIEF COMPLIANCE OFFICER/AMLCO	3261683
SELF, JONATHAN ANDREW	COMPLIANCE AND TRAINING OFFICER	4497531
SMITH, SHANNON GERALD	SECRETARY	1738201

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Calvin R. Persaud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Calvin Ryan Persaud's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMITH, MOORE & CO.

CLEANSOURCE SECURITIES

ARCHITECT SECURITIES LLC

FG ADVISORY SERVICES, LLC.

ORTEX SECURITIES LLC

FINSIE

PLANNER SECURITIES LLC

PASSFOLIO SECURITIES, LLC

AVENUE GLOBAL ADVISORS LLC

PASSFOLIO SECURITIES, LLC

AVENUE SECURITIES LLC

GWN SECURITIES INC.

GWN SECURITIES INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/3/2015

Series 63

Date: 1/5/2015

Series 99TO

Date: 1/2/2023

SIE

Date: 5/22/2018

Series 7

Date: 3/2/2015

Series 6

Date: 3/18/2009

Series 24

Date: 4/10/2017

FINRA

Current Firm

CLEANSOURCE SECURITIES

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CLEANSOURCE SECURITIES

TRUST BUT VERIFY

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