Exeter 1031 Exchange Services, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Exeter 1031 Exchange Services, LLC is a mid-sized financial services firm based in San Diego, California, specializing in 1031 exchanges. It deposits, holds, and safeguards exchange funds in segregated, dual-signature Qualified Trust Accounts through Exeter Trust Company, which is licensed, regulated, and audited by the Wyoming Division of Banking. The company is among a small group of Qualified Intermediaries that administer foreign property exchanges.

Its client base spans individuals, corporate, and institutional clients across all 50 states, with solutions for complex, sophisticated exchange transactions. A notable development in 2025 was the expansion of its Florida offices to broaden its geographic presence.

Find Exeter 1031 Exchange Services, LLC employees' phone numbers or email addresses

Exeter 1031 Exchange Services, LLC Global Highlights

Location
Employees

North America
51

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  • United States Of America
    51

Asia
1

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  • Qatar
    1

Exeter 1031 Exchange Services, LLC's Leadership

  • Stylized image of a person
    K. E.
    Chief Executive Officer
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  • Stylized image of a person
    E. H.
    Vice President Of Marketing And Business Development
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  • Stylized image of a person
    T. P.
    Vp Marketing & Sales
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  • Stylized image of a person
    M. T.
    President
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  • Stylized image of a person
    S. H.
    Partner
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  • Stylized image of a person
    P. T.
    Assistant Vice President And Chief Of Staff
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  • Stylized image of a person
    M. S.
    Cpa, Certified Exchange Specialist, Executive Vice President, Principal
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  • Stylized image of a person
    A. K.
    Regional Exchange Manager
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Exeter 1031 Exchange Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Community & Social Services
  • Business
  • Support
  • Other

Contact profiles from Exeter 1031 Exchange Services, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    President
    Phone icon
    United StatesNebraska
    Mar 24, 2026
  • Stylized image of a person
    S. H.
    Partner
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    Aug 01, 2025
  • Stylized image of a person
    K. E.
    Chief Executive Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. T.
    Assistant Vice President And Chief Of Staff
    Phone icon
    United StatesWyoming
    Feb 20, 2026
  • Stylized image of a person
    E. H.
    Vice President Of Marketing And Business Development
    Phone icon
    Sep 17, 2025
  • Stylized image of a person
    M. S.
    Cpa, Certified Exchange Specialist, Executive Vice President, Principal
    Phone icon
    United StatesNew York
    Dec 29, 2023
  • Stylized image of a person
    T. P.
    Vp Marketing & Sales
    Phone icon
    United StatesNorth Carolina
    Feb 19, 2026
  • Stylized image of a person
    A. K.
    Regional Exchange Manager
    Phone icon
    United States
    Apr 16, 2026
  • Stylized image of a person
    C. W.
    Business Development Officer
    Phone icon
    United StatesArizona
    Jun 02, 2026
  • Stylized image of a person
    T. A.
    Exchange Administrator
    Phone icon
    May 30, 2026

Frequently Asked Questions

What is Exeter 1031 Exchange Services, LLC known for?

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Exeter 1031 Exchange Services, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 404 Camino Del Rio South Suite 600 San Diego, California United States; you can contact the main corporate office by phone at . Explore Exeter 1031 Exchange Services, LLC's company overview page for more information.

What is Exeter 1031 Exchange Services, LLC's most common email format?

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Exeter 1031 Exchange Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Exeter 1031 Exchange Services, LLC email formats with LeadIQ.

How many employees does Exeter 1031 Exchange Services, LLC have currently?

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Exeter 1031 Exchange Services, LLC has approximately 32 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Exeter 1031 Exchange Services, LLC's key employees and leadership?

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As of June 2026, Exeter 1031 Exchange Services, LLC's key employees include:

  • Chief Executive Officer: K. E.
  • Vice President Of Marketing And Business Development: E. H.
  • Vp Marketing & Sales: T. P.
  • President: M. T.
  • Partner: S. H.

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