The QI File

Qualified Intermediary

Banker Exchange

Banker Exchange, LLC · Parent: Independent / unpublished (founder also names Tax Credit Marketplace LLC and TIC Properties LLC as other businesses — those are not this QI) · Firm website

FEA membership
FEA unknown
CES® holders
Steve Chacon, CPA, CES®; Jamie Kingdom, CES®
Fidelity bond
Not published on cited pages
E&O / other cover
Not published on cited pages
How funds are held
Segregated
Dual-signature wires
Wire controls unknown
Reverse / improvement / DST
Reverse Yes · Improvement Yes · DST Unknown
Last sourced
2026-09-11

Fund handling

About Us deferred-exchange copy: proceeds held in individual, segregated accounts with daily liquidity. 2026 guide: non-comingled / individually maintained exchange accounts, contrasted with pooled accounts. No published account title, TIN sentence, qualified-escrow, or dual-signature control.

Fee structure

2026 guide markets ‘flat-fee pricing with no hidden surprises.’ No public dollar card for forward, reverse, or improvement work on the pages cited.

Who it is for

Nationwide delayed/forward, reverse, and improvement/construction 1031 exchangers who want a Greenville, South Carolina QI. Office: 777 Lowndes Hill Road, Building 3, Suite 110, Greenville, SC 29607; 864-679-4793 / 800-431-2834. President Steve Chacon, CPA, CES® (former FEA President — personal). Exchange Coordinator Jamie Kingdom, CES® (FEA board — personal). Company FEA unpublished. Founder/CEO John Boyd. DST work is not on the pages cited.

Verdict

Named CES® bench and a clear segregated-account sentence (individual accounts, daily liquidity, non-comingled vs pooled). That is enough to list as a QI custody file. Company FEA, bond dollars, E&O, dual-signature wires, and a published fee card are not on the pages opened. Steve Chacon’s former FEA presidency and Jamie Kingdom’s FEA board seat are personal credentials, not a finding that Banker Exchange, LLC is an FEA Regular Member. John Boyd’s TIC Properties LLC / tax-credit work is a related founder business, not this QI and not a DST sponsor listing. Ask for today’s certificates, the live account title, and a written fee quote before a large wire.

Notes

This is a QI custody file, not a securities offering. The Meet the Team page uses Banker Exchange LLC in John Boyd’s bio. The public brand is Banker Exchange / bankers1031.com. Confirm the named party on the exchange agreement.

Steve Chacon is President, a CPA, CES®, and CDEI™, and a former President of the Federation of Exchange Accommodators. Jamie Kingdom, CES®, is an Exchange Coordinator and, per her bio, was elected to the FEA Board of Directors. Those are personal FEA roles. The pages cited do not say the company is an FEA Regular Member, so feaMember stays unknown.

John Boyd is Founder and CEO. The same bio names Tax Credit Marketplace LLC and TIC Properties LLC as other businesses. Those are not this QI listing and are not treated as DST or TIC offering pages.

About Us lists deferred, reverse, and improvement / construction exchanges. About also markets “more than 30 years of experience as a qualified intermediary” and “never lost a single investor dollar.” Those are firm claims, not a rating.

Sources

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

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