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Monique Marie Pressley

Intelligent Capitalworks

Scottsdale, AZ

CRD 3137684

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Employer firm

Intelligent Capitalworks CRD 135081

$377M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Intelligent Capitalworks

16427 North Scottsdale Road Suite 350, Scottsdale, AZ 85254-1595 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-21
DE RA APPROVED 2025-02-21
LA RA APPROVED 2019-04-02
TX RA APPROVED_RES 2016-12-13
FL RA APPROVED 2016-08-24
AZ RA APPROVED 2016-08-12
  • CA RA
    APPROVED
    Since 2025-02-21
  • DE RA
    APPROVED
    Since 2025-02-21
  • LA RA
    APPROVED
    Since 2019-04-02
  • TX RA
    APPROVED_RES
    Since 2016-12-13
  • FL RA
    APPROVED
    Since 2016-08-24
  • AZ RA
    APPROVED
    Since 2016-08-12

Branch Locations

16427 North Scottsdale Road Suite 350, Scottsdale, AZ 85254-1595 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intelligent Capitalworks Scottsdale AZ 07/2016 Present
Previous Registrations
  • 2015-01-13 → 2016-06-30
    Stableford Capital Llc
    Scottsdale, AZ
    Scottsdale, AZ
  • 2014-02-24 → 2014-12-04
    Osaic Fs, Inc.
    Tempe, AZ
  • 2006-02-17 → 2012-03-06
    Morgan Keegan & Company, Llc
    Atlanta, GA
    Atlanta, GA
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-08
S63 Uniform Securities Agent State Law Examination 1999-01-05
  • S66 Uniform Combined State Law Examination
    2006-08-08
  • S63 Uniform Securities Agent State Law Examination
    1999-01-05
Designations
  • Chartered Financial Consultant
Other Names
  • Monique Marie Aldridge

View on SEC IAPD

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