Timothy Allen Purvis

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Sequent Planning, Llc
  Alcoa, TN
• 05/2025 → Present
  Assuresource, Llc
  Franklin, TN
• 12/2015 → 05/2025
  New York Life Insurance Company
  Knoxville, TN
• 08/2017 → 05/2025
  Nylife Securities Llc
  Knoxville, TN

Other Businesses

1. Tim Purvis Concert Ministry; not investment-related; private residence in Alcoa, TN; Independent Contractor; 07/2022; 5 hours per month; 0 hours per month during securities trading hours; Give concerts, sing in choirs for special events or lead worship as a "fill-in". 2. Insurance Brokering; investment-related; private residence in Alcoa, TN; Insurance Broker; 12/2015; 5 hours per month; 0 hours per month during securities trading hours; Appointed with outside carriers for the purpose of brokering non-registered insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-26
• S63 Uniform Securities Agent State Law Examination
  2018-01-22