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RIA / WealthAdvisor21 years in industry

ALLISON HOPE GREGORY

Advisor at SALOMON AND LUDWIN

RICHMOND, VA

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Search this name across graphsid dfx:ria:352d9a6d-aedf-9621-4f7f-6c5c97eec13d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SALOMON AND LUDWIN
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 7, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 15, 2018
First registration: Mar 7, 2005
Dual registered: no
IAPD individual key: 4891387

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SALOMON AND LUDWIN	Independent wealth	Dec 6, 2024	n/a	yes	RICHMOND, VA	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Apr 30, 2021	Oct 31, 2024	no	Richmond, VA\|CHARLOTTESVILLE, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 15, 2018	May 5, 2021	no	MINNEAPOLIS, MN\|RICHMOND, VA\|TARPON SPRINGS, FL	Previous registration
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	Apr 16, 2012	Jul 1, 2013	no	RALEIGH, NC	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Feb 1, 2006	May 13, 2011	no	MOUNT PLEASANT, SC\|MOUNT PLEASANT, SC\|NORTH CHARLESTON, SC\|CHARLESTON, SC\|CHARLESTON, SC\|GOOSE CREEK, SC\|SUMMERVILLE, SC\|CHARLESTON, SC\|CHARLESTON, SC\|CHARLESTON, SC\|CHARLESTON, SC\|MT. PLEASANT, SC\|CHARLESTON, SC\|CHARLESTON, SC\|SUMMERVILLE, SC\|MT. PLEASANT, SC\|GOOSE CREEK, SC\|MT. PLEASANT, SC\|SUMMERVILLE, SC\|GOOSE CREEK, SC\|ALEXANDRIA, VA\|CHARLESTON, SC\|CHARLESTON, SC\|CHARLESTON, SC\|MT. PLEASANT, SC\|SUMMERVILLE, SC\|GOOSE CREEK, SC\|WASHINGTON, DC\|WASHINGTON, DC	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Mar 7, 2005	Jan 13, 2006	no	ASPEN, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	SALOMON AND LUDWIN	Oct 31, 2024	Dec 6, 2024	36	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	TRUIST ADVISORY SERVICES, INC.	May 5, 2021	Apr 30, 2021	-5	Firm change	Wirehouse to ibd
FIRST CITIZENS ASSET MANAGEMENT, INC	WELLS FARGO ADVISORS	Jul 1, 2013	Aug 15, 2018	1,871	Firm change after gap	Other
SUNTRUST INVESTMENT SERVICES, INC.	FIRST CITIZENS ASSET MANAGEMENT, INC	May 13, 2011	Apr 16, 2012	339	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	SUNTRUST INVESTMENT SERVICES, INC.	Jan 13, 2006	Feb 1, 2006	19	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:283390:FL:2021-05-05	May 5, 2021	Apr 30, 2021	TARPON SPRINGS, FL	Firm change

Relationships

Registered with (6)

→ SALOMON AND LUDWINRegistered adviserregistration: current employment
Dec 6, 2024 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Apr 30, 2021 to Oct 31, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 15, 2018 to May 5, 2021factForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Apr 16, 2012 to Jul 1, 2013factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 1, 2006 to May 13, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 7, 2005 to Jan 13, 2006factForm ADV

Dated events

Occurred
Oct 31, 2024
Advisor changed firm
Allison Hope Gregory left Truist Advisory Services, Inc. for Salomon And Ludwin (registered 2024-12-06)
Form ADVobserved 5 days ago