Tamara Jo Trocha

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-09-25
TX	RA	APPROVED_RES	2021-10-11
MD	RA	APPROVED	2016-01-21

PA RA
APPROVED

Since 2023-09-25
TX RA
APPROVED_RES

Since 2021-10-11
MD RA
APPROVED

Since 2016-01-21

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

14 W Patrick Street Suite 200, Frederick, MD 21701 • United States

Fairfield, PA • 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
First Command Financial Planning, Inc	Fort Worth	TX	10/2011	Present
First Command Financial Services, Inc	Fort Worth	TX	10/2011	Present
First Command Advisory Services	Fort Worth	TX	12/2015	Present

10/2011 → Present

First Command Financial Planning, Inc

Fort Worth, TX
10/2011 → Present

First Command Financial Services, Inc

Fort Worth, TX
12/2015 → Present

First Command Advisory Services

Fort Worth, TX

Other Businesses

(1) Name of the other business: TMT Financial ; Whether the business is investment-related: Yes ; Address of the other business: 1275 Mount Hope Rd Fairfield, PA 17320 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 11/4/2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: This business is strictly for use with my First Command position. (2) Name of the other business: Hamiltonban Township ; Whether the business is investment-related: Yes ; Address of the other business: 23 Carrolls Tract Rd, Fairfield, PA 17320 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Township Auditor ; The start date of your relationship: 1/7/2024 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Township requires 3 auditors to review/approve the already prepared audit completed by an outside entitiy. I was previously elected into this position, but did not run for re-election. They called and asked me to sub for yesterdays meeting and asked me to continue to be one of the 3 auditor's going forward. The mtg is the first Tuesday of each year for ~1hr (usually less) and I get paid $10 total.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-08-24

S66 Uniform Combined State Law Examination

2011-08-24

Other Names

Tamara Jo Davis
Tamara Demarcy
Tamara Jo Demarcy

View on SEC IAPD