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Benjamin Robert Brown

Entelechy

Rockville, MD

CRD 6496654

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Employer firm

Entelechy CRD 285776

$253M regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Entelechy

Rockville, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-12-08
  • MD RA
    APPROVED
    Since 2025-12-08

Branch Locations

Rockville, MD • 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
Focus Wealth Management, Ltd. Middleburg VA 04/2014 01/2017
Entelechy Llc Bethesda MD 01/2017 Present
  • 04/2014 → 01/2017
    Focus Wealth Management, Ltd.
    Middleburg, VA
  • 01/2017 → Present
    Entelechy Llc
    Bethesda, MD
Previous Registrations
  • 2015-07-13 → 2017-01-03
    Focus Wealth Management, Ltd.
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-05
  • S65 Uniform Investment Adviser Law Examination
    2015-05-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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