Unclaimed property directory
Unclaimed property held by Morningstar Inc
Browse possible unclaimed-property accounts associated with Morningstar Inc, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 447
- Total reported
- $61,109
- Largest account
- $5,600.00
Distribution of shown amounts
Dollar ranges for the 50 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 50 records for this group, highest reported amount first.
- View possible match →
Ceg Worldwide LLC
1954 Hayes Lane, San Martin, CA, 95046
Held by Morningstar Inc
Accounts payable
$5,600.00
- View possible match →
401K Co
8025 North I 35, Austin, TX, 78753
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$3,940.30
- View possible match →
Msy Analytics Inc.
541 Jefferson Avenue Suite 100, Redwood City, CA, 94063
Held by Morningstar Inc
Unidentified remittances
$2,625.00
- View possible match →
Mehta, Bhusha
1983 Yosemite Road, Berkeley, CA, 94707
Held by Morningstar Inc
Underlying shares or outstanding certificates
$2,239.22
- View possible match →
Palisades Investment Partners
1453 3rd Street Prominade Suite 310, Santa Monica, CA, 90401
Held by Morningstar Inc
Refunds due
$2,072.95
- View possible match →
Fazzone, Hilary S
2626 Ashby Avenue Apt 1, Berkeley, CA, 94705
Held by Morningstar Inc
Underlying shares or outstanding certificates
$1,829.86
- View possible match →
Cfp & Sllp
2333 50th Street, Lubbock, TX, 79412
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$1,412.66
- View possible match →
Bank Of America
2001 Clayton Road Mc Ca4-702-08-07 Admin West, Concord, CA, 94520
Held by Morningstar Inc
Refunds due
$1,246.66
- View possible match →
Howard Capital Mgmt
11601 Wilshiore Boulevard Suite 2080, Los Angeles, CA, 90025
Held by Morningstar Inc
Accounts payable
$1,077.09
- View possible match →
Charles, Schwab
211 Main Street, San Francisco, CA, 94105
Held by Morningstar Inc
Refunds due
$1,001.70
- View possible match →
Columbia Funds
58917 Carmelita Circle, Yucca Valley, CA, 92284
Held by Morningstar Inc
Refunds due
$918.04
- View possible match →
Amegy Bank
4400 Post Oak Parkway, Houston, TX, 77027
Held by Morningstar Inc
Refund due (MS11) · Reported 2021
$874.34
- View possible match →
Ray, Linker
1111 East Herndon Avenue Suite 112, Fresno, CA, 93720
Held by Morningstar Inc
Accounts payable
$797.50
- View possible match →
Sue, Boggioni
9785 Towne Centre Drive, San Diego, CA, 92121
Held by Morningstar Inc
Accounts payable
$717.50
- View possible match →
Isf, Investment Adv
1840 Gateway Drive Suite 420, San Mateo, CA, 94404
Held by Morningstar Inc
Refunds due
$628.30
- View possible match →
Schwarzberg, Henry
2021 B Nelson Avenue, Redondo Beach, CA, 90278
Held by Morningstar Inc
Refunds due
$609.72
- View possible match →
John, Heldman
650 Town Center Drive Suite 1750, Costa Mesa, CA, 92626
Held by Morningstar Inc
Accounts payable
$580.42
- View possible match →
Mercer Health & Benefits
1 California Street 7th Floor, San Francisco, CA, 94111
Held by Morningstar Inc
Refunds due
$551.54
- View possible match →
First, Command
1711 East Central Texas Expy Suite 201A, Killeen, TX, 76541
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$535.84
- View possible match →
Royal, Alliance
1333 North California Boulevard Suite 325, Walnut Creek, CA, 94596
Held by Morningstar Inc
Refunds due
$535.84
- View possible match →
Mellon, Private Asset Mngm
1 Embarcadero Ctr Suite 2200, San Francisco, CA, 94111
Held by Morningstar Inc
Accounts payable
$500.00
- View possible match →
Ray, McClave
PO Box 7152, Rancho Santa Fe, CA, 92067
Held by Morningstar Inc
Accounts payable
$495.00
- View possible match →
Atlas, Advisors
794 Davis Street, San Leandro, CA, 94577
Held by Morningstar Inc
Refunds due
$495.00
- View possible match →
Pavez Insurance Investment
1344 West 6th Street, Corona, CA, 92882
Held by Morningstar Inc
Accounts payable
$486.50
- View possible match →
Columbia Funds
7004 Vista Olas, Carlsbad, CA, 92009
Held by Morningstar Inc
Refunds due
$472.03
- View possible match →
Wachovia, Securities
1212 Marsh Street Unit 2, San Luis Obispo, CA, 93401
Held by Morningstar Inc
Refunds due
$468.33
- View possible match →
Tib, Csabai
194 Woodview Terrace Drive, San Ramon, CA, 94583
Held by Morningstar Inc
Accounts payable
$453.75
- View possible match →
Drumm, Michael
69 Mizpah Street, San Francisco, CA, 94131
Held by Morningstar Inc
Underlying shares or outstanding certificates
$447.85
- View possible match →
Axa
777 Post Oak Boulevard, Houston, TX, 77056
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$446.52
- View possible match →
Bewley, Phillip A
PO Box 559, Capitola, CA, 95010
Held by Morningstar Inc
Refunds due
$445.50
- View possible match →
Hormichter, Richard
2858 Angelo Drive, Los Angeles, CA, 90077
Held by Morningstar Inc
Refunds due
$427.26
- View possible match →
Swingley, R
100 Bush Street Suite 800, San Francisco, CA, 94104
Held by Morningstar Inc
Refunds due
$424.29
- View possible match →
Cambridge, Investment Research
5265 Canterbury Drive, San Diego, CA, 92116
Held by Morningstar Inc
Refunds due
$414.84
- View possible match →
Gautier, Venerati
500 North Brand Boulevard Suite 950, Glendale, CA, 91203
Held by Morningstar Inc
Accounts payable
$408.75
- View possible match →
Lincoln Financial
24710 Palermo Drive, Calabasas, CA, 91302
Held by Morningstar Inc
Refunds due
$401.88
- View possible match →
Quantum, Advisors
6310 San Vicente Boulevard Suite 320, West Hollywood, CA, 90048
Held by Morningstar Inc
Refunds due
$400.95
- View possible match →
Shkel, Yanina
5835 Schumann Drive, Fitchburg, WI, 53711
Held by Morningstar Inc
Stock or bond liquidation/redemption funds · Reported 2016
$394.63
- View possible match →
Principal Financial
18101 Von Karman Avenue Suite 1170, Irvine, CA, 92612
Held by Morningstar Inc
Refunds due
$387.90
- View possible match →
John, Fullerton
100 Drakes Landing Road Suite 330, Greenbrae, CA, 94904
Held by Morningstar Inc
Accounts payable
$363.33
- View possible match →
Robert, Tymoczko
100 Drakes Landing Road Suite 330, Greenbrae, CA, 94904
Held by Morningstar Inc
Accounts payable
$363.33
- View possible match →
Cox, Ralph
1535 West Loop South Suite 200, Houston, TX, 77027
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$353.92
- View possible match →
Mony Group
555 North Carancahua Suite 1790, Corpus Christi, TX, 78418
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$328.36
- View possible match →
Coumarianos, John
935 North Wilcrest Drive Apt 4113, Houston, TX, 77079
Held by Morningstar Inc
Underlying shares or outstanding certificates (SC12) · Reported 2021
$323.19
- View possible match →
Sentra, Spelman
2300 Northside Drive, San Diego, CA, 92108
Held by Morningstar Inc
Accounts payable
$312.00
- View possible match →
Halim, Epsen
6044A California Street, San Francisco, CA, 94121
Held by Morningstar Inc
Underlying shares or outstanding certificates
$304.98
- View possible match →
Bartnick Fin Group
2600 Michelson Drive Suite 1430, Irvine, CA, 92612
Held by Morningstar Inc
Refunds due
$301.64
- View possible match →
Bartnick Financial Group
2600 Michelson Drive Suite 1430, Irvine, CA, 92612
Held by Morningstar Inc
Refunds due
$301.64
- View possible match →
Chapin, Daniel
1700 Tice Valley Boulevard Apt 429, Walnut Creek, CA, 94595
Held by Morningstar Inc
Vendor checks
$297.38
- View possible match →
D, Randall Wells
5213 El Mercado Parkway Suite B, Santa Rosa, CA, 95403
Held by Morningstar Inc
Accounts payable
$295.00
- View possible match →
Baird, Robert W
777 East Wisconsin Avenue, Milwaukee, WI, 53202
Held by Morningstar Inc
Refunds due · Reported 2007
$294.17