Candice E. Davis
Professional summary
Candice Ezzat Davis, who also goes by Candice Marie Mautaz Ezzat, Candice Marie Mautaz Ezzat, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Washington, District Of Columbia and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Candice is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Candice has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 14, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Candice Ezzat Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2022 - Present
MISSIONSQUARE RETIREMENT
Office #1: 777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240October 5, 2022 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240January 2, 2018 - June 8, 2022
INDEPENDENT FINANCIAL GROUP, LLC
October 3, 2014 - June 22, 2022
SCARBOROUGH CAPITAL MANAGEMENT
October 2, 2014 - December 31, 2017
SII INVESTMENTS, INC.
October 2, 2014 - December 31, 2017
SII INVESTMENTS, INC.
April 29, 2004 - January 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
April 8, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
April 8, 2004 - January 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/5/2022)
(10/21/2022)
Exams
FINRA
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
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