Timothy Allen Purvis

Current Employers

Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-06-01

TN RA
APPROVED

Since 2026-06-01

Branch Locations

8807 Indian Hills Drive, Omaha, NE 68114 • United States

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

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

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

S65 Uniform Investment Adviser Law Examination

2026-05-26
S63 Uniform Securities Agent State Law Examination

2018-01-22