Zachary Moss has been an investment adviser representative at Potomac Investment since August 2026, and is not listed among the firm’s executive officers or direct owners.
Potomac Investment Company is a firm with $107M under management, 33 clients and 2 advisers across 2 offices, as of its August 2026 filing.
- Potomac Investment CompanyCurrent– present · under a yearChevy Chase, MD · Adviser representative · Firm CRD 14553
Investment adviser representative registrations
Zachary Moss is registered as an investment adviser representative in Maryland, since August 2026.
- MarylandSince 13 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 August 2026 |
| Series 7TO | General Securities Representative Examination | 21 July 2026 |
| SIE | Securities Industry Essentials Examination | 26 June 2026 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zachary Lee Moss
- CRD
- 8213351
- Firm
- Potomac Investment · CRD 14553
- Office
- Chevy Chase, MD
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachary Moss work?
Zachary Moss is an investment adviser representative registered through Potomac Investment Company since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Moss a financial advisor?
Yes. Zachary Moss has a current investment-adviser registration in Maryland, through Potomac Investment since August 2026.
How many years of experience does Zachary Moss have?
Zachary Moss has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Zachary Moss passed?
Zachary Moss has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2026.
Where is Zachary Moss based?
Zachary Moss’ registered office is in Chevy Chase, MD.
Is Zachary Moss registered with FINRA?
Yes. Zachary Moss has a current broker registration, under CRD 8213351.
Source: FINRA BrokerCheck
How can I verify Zachary Moss’ record?
Search CRD 8213351 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Moss’ full registration record.