DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Allison Hope Gregory

Salomon And Ludwinindependent RIARichmond, VaIA-onlyIAPD 4891387

Feed of 09/14/2026

At current firm

1 y

since Dec 6, 2024

In the industry

21 y

since Mar 7, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Advisorreportedsalomonludwin.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Salomon And Ludwin independent RIA current
since Dec 6, 2024 · Richmond, Va
Truist Advisory Services, Inc. BD affiliated
Apr 30, 2021 to Oct 31, 2024 · Richmond, Va
Wells Fargo Advisors wirehouse
Aug 15, 2018 to May 5, 2021 · Minneapolis, Mn
First Citizens Asset Management, Inc BD affiliated
Apr 16, 2012 to Jul 1, 2013 · Raleigh, Nc
Suntrust Investment Services, Inc. former
Feb 1, 2006 to May 13, 2011 · Mount Pleasant, Sc
Wells Fargo Investments, LLC unclassified
Mar 7, 2005 to Jan 13, 2006 · Aspen, Co

Moves

a registration end followed by a registration begin elsewhere

Truist Advisory Services, Inc. to Salomon And Ludwin
left Oct 31, 2024, registered Dec 6, 2024 (36 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Truist Advisory Services, Inc.
left May 5, 2021, registered Apr 30, 2021 (-5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
First Citizens Asset Management, Inc to Wells Fargo Advisors
left Jul 1, 2013, registered Aug 15, 2018 (1871 days) · Other
Suntrust Investment Services, Inc. to First Citizens Asset Management, Inc
left May 13, 2011, registered Apr 16, 2012 (339 days) · Other
Wells Fargo Investments, LLC to Suntrust Investment Services, Inc.
left Jan 13, 2006, registered Feb 1, 2006 (19 days) · Other

Signals

Allison Hope Gregory left Truist Advisory Services, Inc. for Salomon And Ludwin (registered 2024-12-06)
Oct 31, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address