Alfredo Kenneth Ellzey

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-07-07
TX	RA	APPROVED	2025-03-31

Branch Locations

One North Lasalle Street, Chicago, IL 60602-3902 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Atlanta	GA	02/2025	Present
Unc-Chapel Hill	Chapel Hill	NC	08/2016	11/2020
Unc Chapel Hill	Chapel Hill	NC	08/2016	12/2020
Mmc 2100 Financial Group	Chapel Hill, Nc	NC	01/2021	07/2021
Bank Of America N.A.	Atlanta	GA	09/2022	12/2023
Levin Jcc	Durham	NC	08/2016	11/2017
Trans Atlantic Forum For Education And Diplomacy	Chapel Hill	NC	01/2019	08/2019
Yelp Inc.	Chapel Hill	NC	07/2021	04/2022
Channeladvisor	Morrisville	NC	04/2022	09/2022
Ubs Financial Services, Inc	Atlanta	GA	01/2024	02/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	09/2022	12/2023
Center For Death Penalty Litigation	Durham	NC	06/2018	08/2018
Fidelity Investments	Boston	MA	03/2025	Present

02/2025 → Present

Fidelity Investments

Atlanta, GA
08/2016 → 11/2020

Unc-Chapel Hill

Chapel Hill, NC
08/2016 → 12/2020

Unc Chapel Hill

Chapel Hill, NC
01/2021 → 07/2021

Mmc 2100 Financial Group

Chapel Hill, Nc, NC
09/2022 → 12/2023

Bank Of America N.A.

Atlanta, GA
08/2016 → 11/2017

Levin Jcc

Durham, NC
01/2019 → 08/2019

Trans Atlantic Forum For Education And Diplomacy

Chapel Hill, NC
07/2021 → 04/2022

Yelp Inc.

Chapel Hill, NC
04/2022 → 09/2022

Channeladvisor

Morrisville, NC
01/2024 → 02/2025

Ubs Financial Services, Inc

Atlanta, GA
09/2022 → 12/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
06/2018 → 08/2018

Center For Death Penalty Litigation

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-26