CP

Calvin R. Persaud

S2K FINANCIAL
LAKE WORTH BEACH, FL
Some features on this profile are disabled
CRD#: 3261683
CP

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 19 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"?
No

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - BD


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

BD
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
BD
CRD#: 3441
Clayton, MO
Current

March 4, 2026 - Present

NORTHBOUND SECURITIES LLC

Office #1: 9736 Rennes Lane, Delrey Beach, FL 33446
BD
CRD#: 314549
DELREY BEACH, FL
Past

October 2, 2025 - January 16, 2026

CLEANSOURCE SECURITIES

BD
CRD#: 323456
CHARLOTTE, NC
Past

September 26, 2024 - March 7, 2025

ARCHITECT SECURITIES LLC

BD
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

BD
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

BD
CRD#: 36866
NEW YORK, NY
Past

August 25, 2021 - November 3, 2021

PASSFOLIO SECURITIES, LLC

BD
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

BD
CRD#: 299874
SAN FRANCISCO, CA
Past

June 27, 2019 - June 30, 2021

AVENUE SECURITIES LLC

BD
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.

BD
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.

BD
CRD#: 17499
WEST PALM BEACH, FL
Past

December 23, 2014 - January 16, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
PALM BCH GDNS, FL
Past

October 1, 2012 - January 31, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
WEST PALM BEACH, FL
Past

May 2, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
WEST PALM BEACH, FL
Past

March 19, 2009 - May 2, 2009

WAMU INVESTMENTS, INC.

BD
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.

RR
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

RR
Colorado
(3/4/2026)
RR
Florida
(3/6/2025)
RR
Louisiana
(3/4/2026)
RR
Maryland
(3/25/2026)
RR
Massachusetts
(3/4/2026)
RR
North Dakota
(3/4/2026)
RR
Puerto Rico
(3/4/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NS
NORTHBOUND SECURITIES LLC
NORTHBOUND SECURITIES LLC

CRD#: 314549 / SEC#: , 8-70710

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
9736 Rennes Lane, Delrey Beach, FL 33446
Mailing Address
9736 Rennes Lane, Delrey Beach, FL 33446
Phone number
(954) 600-9052
Established
Florida since 03/03/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Direct owners and executive officers


NamePositionCRD#
VEST, INC.SHAREHOLDER
SILVER, SCOTT MICHAELCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, FINOP, PRINCIPAL OPERATIONS OFFICER2290261

Red Flags


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

Company Information


NORTHBOUND SECURITIES LLC

CRD#: 314549Lake Worth Beach, FL

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