Helena Marie Benedetto-erman

Current Employers

Jacobi Capital Management, Llc

154 Enterprise Way, Pittston, PA 18640 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-06-21
SC	RA	APPROVED	2024-06-21

PA RA
APPROVED

Since 2024-06-21
SC RA
APPROVED

Since 2024-06-21

Branch Locations

Simpsonville, SC • United States

154 Enterprise Way, Pittston, PA 18640 • 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
Jacobi Capital Management, Llc	Simpsonville	SC	06/2024	Present
Northstar Financial & Retirement Planning	Greenville	SC	06/2019	03/2024
Unemployed	Greenville	SC	06/2018	06/2019
Koch Insurance Brokers	Douglasville	PA	10/2017	06/2018
Unemployed	Douglassville	PA	10/2013	10/2017
Helena M. Benedetto-Erman	Simpsonville	SC	10/2019	Present

06/2024 → Present

Jacobi Capital Management, Llc

Simpsonville, SC
06/2019 → 03/2024

Northstar Financial & Retirement Planning

Greenville, SC
06/2018 → 06/2019

Unemployed

Greenville, SC
10/2017 → 06/2018

Koch Insurance Brokers

Douglasville, PA
10/2013 → 10/2017

Unemployed

Douglassville, PA
10/2019 → Present

Helena M. Benedetto-Erman

Simpsonville, SC

Other Businesses

1.) Helena M. Benedetto-Erman; Investment-Related; Simpsonville, SC; Fixed Insurance Sales; Agent; 10/2019; 20 hrs/mo; 20 hrs/mo during securities trading hours; Duties are life, fixed annuities and LTC sales.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-11

S65 Uniform Investment Adviser Law Examination

2023-10-11

Other Names

Helena Marie Carvo
Helena Maria Carvo
Helena Marie Benedetto

View on SEC IAPD