Allison Hope Gregory

Employer firm

Salomon And Ludwin CRD 292456

$1.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2013 → 04/2021
  Wells Fargo Bank
  Richmond, VA
• 04/2021 → 11/2024
  Truist Bank
  Richmond, VA
• 12/2024 → Present
  Salomon And Ludwin
  Richmond, VA

Previous Registrations

• 2021-04-30 → 2024-10-31
  Truist Advisory Services, Inc.
  Richmond, VA
  Charlottesville, VA
• 2018-08-15 → 2021-05-05
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Richmond, VA
  Tarpon Springs, FL
• 2012-04-16 → 2013-07-01
  First Citizens Asset Management, Inc
  Raleigh, NC
• 2006-02-01 → 2011-05-13
  Truist Investment Services, Inc.
  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
• 2005-03-07 → 2006-01-13
  Wells Fargo Investments, Llc
  Aspen, CO

Exams

• S66 Uniform Combined State Law Examination
  2018-08-15