Zachary Lee Moss

Potomac Investment Company

The Villages, FL

Chevy Chase, MD

The Villages, FL

Claim This Profile

Current Employers

Potomac Investment Company

The Villages, FL • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-08-13

MD RA
APPROVED

Since 2026-08-13

Branch Locations

The Villages, FL • United States

Chevy Chase, MD • United States

1221 Jebber Loop, The Villages, FL 32162 • 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

Organization	City	State	From	To
Bank Of Montreal	New York	NY	06/2025	08/2025
Bank Of Montreal	New York	NY	06/2024	08/2024
Hamilton Ventures	Washington	DC	05/2023	04/2024
Potomac Investment Co	Chevy Chase	MD	05/2020	08/2022
The York School	Toronto		09/2015	06/2022
Georgetown University	Wasshington	DC	09/2022	Present

06/2025 → 08/2025

Bank Of Montreal

New York, NY
06/2024 → 08/2024

Bank Of Montreal

New York, NY
05/2023 → 04/2024

Hamilton Ventures

Washington, DC
05/2020 → 08/2022

Potomac Investment Co

Chevy Chase, MD
09/2015 → 06/2022

The York School

Toronto
09/2022 → Present

Georgetown University

Wasshington, DC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-11

S66 Uniform Combined State Law Examination

2026-08-11

View on SEC IAPD

More in The Villages, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor