Kevin T Salvatierra Castillo

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → 07/2025
  J.P. Morgan Securities Llc
  Ogden, UT
• 02/2025 → 07/2025
  Jpmorgan Chase Bank, N.A.
  Ogden, UT
• 10/2022 → 02/2025
  Wells Fargo
  Kaysville, UT
• 07/2021 → 10/2022
  Teleperformance
  Ogden, UT
• 08/2019 → 08/2020
  Bed Bath & Beyond
  Layton, UT
• 09/2020 → 06/2021
  Unemployed
  Layton, UT
• 02/2015 → 07/2019
  Unemployed
  Layton, UT
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Centerville, UT
• 10/2025 → Present
  Bank Of America, N.A
  Centerville, UT

Other Businesses

Entity Name: DoorDash Investment related: No Address: San Francisco, CA Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 03/14/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: DoorDash is a technology company and app that connects consumers with local businesses, primarily restaurants, for on-demand food delivery and pickup, as well as grocery, convenience store, and other items. I will be involved in food delivery activities. Entity Name: Uber Investment related: No Address: San Francisco, CA Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 03/14/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Uber is a transportation company that allows users to request rides, order food, and book freight. I will be involved in food delivery activities. Entity Name: Spark Driver ( Owned by Walmart) Investment related: No Address: Hoboken, NJ Nature of the other business: Goods Delivery Position/Title/Relationship: Employee/Contractor Start Date: 03/14/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Walmart is an American multinational retail corporation that operates a chain of hypermarkets (also called supercenters), discount department stores, and grocery stores in the United States and 23 other countries. I will be involved in goods delivery.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-01
• S63 Uniform Securities Agent State Law Examination
  2025-04-15

Other Names

• Kevin Salvatierra Castillo
• Kevin Salvatierra Castillo
• Kevin Tomas Salvatierra Castillo