The QI File

Qualified Intermediary

Vaulted Escrow & Exchange

Vaulted Escrow and Exchange Company, LLC · Firm website

FEA membership
FEA member
CES® holders
Jana Bosley, 1031 Exchange Manager, CES®; Benjamin Kopetzky, Senior 1031 Exchange Associate, CES®; Emma Van Winkle, CES®; Leslynn Kleespies, CES®
Fidelity bond
Not published on cited pages
E&O / other cover
Not published on cited pages
How funds are held
Funds unknown
Dual-signature wires
Wire controls unknown
Reverse / improvement / DST
Reverse Yes · Improvement Yes · DST Unknown
Last sourced
2026-09-29

Fund handling

Homepage: corporate and real estate escrow is described as “secure management of funds and transaction documents”; services page cites “stability and security.” Those are qualitative lines. The deposit bank, FDIC wording, per-exchange account title, segregated-vs-pooled language, a QEA/QTA, and dual-signature / exchanger-consent rules are not on the pages cited. Land Title Guarantee Company’s own resource page still describes Land Title Exchange Corporation (segregated accounts, FDIC plus collateralized U.S. Government securities, $10 million fidelity bond) but does not mention Vaulted; those facts belong to that entity and are not carried over to this file.

Who it is for

Longmont, Colorado QI for exchangers who want Vaulted Escrow and Exchange Company, LLC — created, per its homepage, by bringing together Land Title’s Exchange Company and FirstBank’s 1031 Corporation — to handle forward (delayed), reverse, and improvement exchanges nationwide, plus corporate and real estate escrow. Services page: temporary title to replacement property in single-purpose titleholder entities for reverse and improvement exchanges; exchanges in all fifty states. Named staff: Jana Bosley (1031 Exchange Manager), Benjamin Kopetzky (Senior 1031 Exchange Associate), Emma Van Winkle, and Leslynn Kleespies, each described as a Certified Exchange Specialist®; Laura Fox, 1031 Exchange Associate. Office (privacy statement): 1707 Main Street, Suite 200, Longmont, Colorado 80501. Phone 303-684-3880. Listed in FEA’s Find a QI Company directory. Ownership, bond/E&O, a bank or account title, dual-signature, a fee card, float, and DST are not on the pages cited.

Verdict

Colorado QI formed from Land Title’s and FirstBank’s exchange units, with a clear LLC legal name, a listing in FEA’s member directory, four staff it names as CES®, and published reverse and improvement work through single-purpose titleholder entities. The custody file is thin. The site does not say who owns the LLC, does not name a bank, and publishes no segregation, FDIC, QEA, dual-signature, bond, or E&O facts — only qualitative “secure” and “stability” lines. Land Title’s own page still describes its former exchange corporation’s $10 million bond and segregated accounts; that is a different entity, so do not assume Vaulted inherited those terms. “Over 10,000 exchanges since 1993” and “your best choice” are firm claims, not ratings. Ask for the owner of the LLC, the current fidelity bond and E&O certificates, the bank and account title, whether each exchange sits in its own account, and who can release a wire before a large transfer.

Notes

This is a QI custody file, not a securities offering. The legal name in the site footer is Vaulted Escrow and Exchange Company, LLC. Confirm the named party on the exchange agreement. Vaulted is the intermediary that would hold exchange proceeds. A Delaware statutory trust is typically a securities offering sold by a sponsor and registered representatives — a different product. The pages opened for this file do not publish a DST desk.

Homepage: Vaulted “was created by bringing together the expertise of Land Title’s Exchange Company and FirstBank’s 1031 Corporation,” and provides qualified intermediary services nationwide for forward (delayed), reverse, and improvement exchanges, plus corporate and real estate escrow. The site does not say who owns the LLC or in what shares, so parent is left empty rather than naming either institution. About: “As an independent third party, Vaulted provides clear guidance” — that describes its role in a transaction, not its ownership, so the file does not mark it independent either.

Services: Vaulted can take temporary title to replacement property “in one of our single-purpose, titleholder entities until your exchange property sells or your replacement property construction is complete.” Reverse and improvement are therefore yes. The same page says “Our titleholder fees are very competitive” without a number, so there is no fee card. It also claims “over 10,000 exchanges since 1993” — a firm claim that predates the Vaulted name.

About (team): Jana Bosley (1031 Exchange Manager), Benjamin Kopetzky (Senior 1031 Exchange Associate), Emma Van Winkle, and Leslynn Kleespies are each described as a Certified Exchange Specialist®. Laura Fox, 1031 Exchange Associate, is not described as CES®. The bios describe prior roles at FirstBank.

Custody: the pages opened publish no bank name, FDIC statement, account title, segregation rule, QEA/QTA, or signature control, and no fidelity bond or E&O figure. fundsHeld and dualSignature stay unknown. Land Title Guarantee Company’s resource page, opened the same day, still describes Land Title Exchange Corporation — segregated deposits, FDIC up to $250,000 with the rest in collateralized U.S. Government securities, and a $10 million fidelity bond — but it does not mention Vaulted. Those are that entity’s published terms; this file does not assume Vaulted inherited them.

FEA: Vaulted’s own pages do not mention FEA, but FEA’s Find a QI Company directory, searched 2026-09-29, lists Vaulted Escrow and Exchange Company, LLC, Longmont CO 80501, (303) 684-3880, www.vaultedescrow.com. Company FEA is therefore yes. A fee card, float, state registrations, and DST are not on the homepage, about, or services pages opened 2026-09-29. The blog page has no posts. The privacy statement is dated April 21, 2026.

Office: Vaulted Escrow & Exchange, 1707 Main Street, Suite 200, Longmont, Colorado 80501. 303-684-3880.

Ask Vaulted Escrow and Exchange Company, LLC who owns the company, for current fidelity bond and E&O certificates, the bank and account title, whether each exchange sits in its own account, and who can release a wire — then read those papers, not this summary.

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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