Unclaimed property directory
Morningstar Inc Unclaimed Property
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 100 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 100 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
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401K Co
8025 North I 35, Austin, TX, 78753
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$3,940.30
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Msy Analytics Inc.
541 Jefferson Avenue Suite 100, Redwood City, CA, 94063
Held by Morningstar Inc
Unidentified remittances
$2,625.00
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Mehta, Bhusha
1983 Yosemite Road, Berkeley, CA, 94707
Held by Morningstar Inc
Underlying shares or outstanding certificates
$2,239.22
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Palisades Investment Partners
1453 3rd Street Prominade Suite 310, Santa Monica, CA, 90401
Held by Morningstar Inc
Refunds due
$2,072.95
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Fazzone, Hilary S
2626 Ashby Avenue Apt 1, Berkeley, CA, 94705
Held by Morningstar Inc
Underlying shares or outstanding certificates
$1,829.86
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Cfp & Sllp
2333 50th Street, Lubbock, TX, 79412
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$1,412.66
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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
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Howard Capital Mgmt
11601 Wilshiore Boulevard Suite 2080, Los Angeles, CA, 90025
Held by Morningstar Inc
Accounts payable
$1,077.09
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Charles, Schwab
211 Main Street, San Francisco, CA, 94105
Held by Morningstar Inc
Refunds due
$1,001.70
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Columbia Funds
58917 Carmelita Circle, Yucca Valley, CA, 92284
Held by Morningstar Inc
Refunds due
$918.04
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Amegy Bank
4400 Post Oak Parkway, Houston, TX, 77027
Held by Morningstar Inc
Refund due (MS11) · Reported 2021
$874.34
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Ray, Linker
1111 East Herndon Avenue Suite 112, Fresno, CA, 93720
Held by Morningstar Inc
Accounts payable
$797.50
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Sue, Boggioni
9785 Towne Centre Drive, San Diego, CA, 92121
Held by Morningstar Inc
Accounts payable
$717.50
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Isf, Investment Adv
1840 Gateway Drive Suite 420, San Mateo, CA, 94404
Held by Morningstar Inc
Refunds due
$628.30
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Schwarzberg, Henry
2021 B Nelson Avenue, Redondo Beach, CA, 90278
Held by Morningstar Inc
Refunds due
$609.72
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John, Heldman
650 Town Center Drive Suite 1750, Costa Mesa, CA, 92626
Held by Morningstar Inc
Accounts payable
$580.42
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Mercer Health & Benefits
1 California Street 7th Floor, San Francisco, CA, 94111
Held by Morningstar Inc
Refunds due
$551.54
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First, Command
1711 East Central Texas Expy Suite 201A, Killeen, TX, 76541
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$535.84
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Royal, Alliance
1333 North California Boulevard Suite 325, Walnut Creek, CA, 94596
Held by Morningstar Inc
Refunds due
$535.84
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Mellon, Private Asset Mngm
1 Embarcadero Ctr Suite 2200, San Francisco, CA, 94111
Held by Morningstar Inc
Accounts payable
$500.00
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Ray, McClave
PO Box 7152, Rancho Santa Fe, CA, 92067
Held by Morningstar Inc
Accounts payable
$495.00
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Atlas, Advisors
794 Davis Street, San Leandro, CA, 94577
Held by Morningstar Inc
Refunds due
$495.00
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Pavez Insurance Investment
1344 West 6th Street, Corona, CA, 92882
Held by Morningstar Inc
Accounts payable
$486.50
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Columbia Funds
7004 Vista Olas, Carlsbad, CA, 92009
Held by Morningstar Inc
Refunds due
$472.03
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Wachovia, Securities
1212 Marsh Street Unit 2, San Luis Obispo, CA, 93401
Held by Morningstar Inc
Refunds due
$468.33
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Tib, Csabai
194 Woodview Terrace Drive, San Ramon, CA, 94583
Held by Morningstar Inc
Accounts payable
$453.75
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Drumm, Michael
69 Mizpah Street, San Francisco, CA, 94131
Held by Morningstar Inc
Underlying shares or outstanding certificates
$447.85
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Axa
777 Post Oak Boulevard, Houston, TX, 77056
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$446.52
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Bewley, Phillip A
PO Box 559, Capitola, CA, 95010
Held by Morningstar Inc
Refunds due
$445.50
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Hormichter, Richard
2858 Angelo Drive, Los Angeles, CA, 90077
Held by Morningstar Inc
Refunds due
$427.26
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Swingley, R
100 Bush Street Suite 800, San Francisco, CA, 94104
Held by Morningstar Inc
Refunds due
$424.29
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Cambridge, Investment Research
5265 Canterbury Drive, San Diego, CA, 92116
Held by Morningstar Inc
Refunds due
$414.84
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Gautier, Venerati
500 North Brand Boulevard Suite 950, Glendale, CA, 91203
Held by Morningstar Inc
Accounts payable
$408.75
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Lincoln Financial
24710 Palermo Drive, Calabasas, CA, 91302
Held by Morningstar Inc
Refunds due
$401.88
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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
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Principal Financial
18101 Von Karman Avenue Suite 1170, Irvine, CA, 92612
Held by Morningstar Inc
Refunds due
$387.90
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John, Fullerton
100 Drakes Landing Road Suite 330, Greenbrae, CA, 94904
Held by Morningstar Inc
Accounts payable
$363.33
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Robert, Tymoczko
100 Drakes Landing Road Suite 330, Greenbrae, CA, 94904
Held by Morningstar Inc
Accounts payable
$363.33
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Cox, Ralph
1535 West Loop South Suite 200, Houston, TX, 77027
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$353.92
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Mony Group
555 North Carancahua Suite 1790, Corpus Christi, TX, 78418
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$328.36
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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
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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
- View possible match →
Liang, Stephanie
10000 Memorial Drive Suite 300, Houston, TX, 77024
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$293.15
- View possible match →
Botler, Kate
2300 Pacific Avenue Apt 407, San Francisco, CA, 94115
Held by Morningstar Inc
Underlying shares or outstanding certificates
$283.01
- View possible match →
Alliance Financial Services
8805 Kelsey Drivr, Elk Grove, CA, 95624
Held by Morningstar Inc
Refunds due
$266.68
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Watt, Victoria
250 North Sunnyslope Road, Brookfield, WI, 53005
Held by Morningstar Inc
Accounts payable · Reported 2009
$260.25
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Sigma
847 East Angela Street, Pleasanton, CA, 94566
Held by Morningstar Inc
Refunds due
$251.48
- View possible match →
Cambridge, Investment Research
5265 Canterbury Drive, San Diego, CA, 92116
Held by Morningstar Inc
Refunds due
$250.52
- View possible match →
World Group Securities
##### Interstate ## South Suite 455, Conroe, TX, 77385
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$247.62
- View possible match →
Schwarzberg, Henry
2021 B Nelson Avenue, Redondo Beach, CA, 90278
Held by Morningstar Inc
Refunds due
$247.62
- View possible match →
Wells Fargo Bank Library
303 2nd Street Ao143 051, San Francisco, CA, 94107
Held by Morningstar Inc
Refunds due
$240.06
- View possible match →
Friedman, A
8447 West 4th Street, Los Angeles, CA, 90048
Held by Morningstar Inc
Refunds due
$240.00
- View possible match →
Mallory, Madelyn
66 Vincente Road, Berkeley, CA, 94705
Held by Morningstar Inc
Refunds due
$240.00
- View possible match →
Vanhorn, Darrell
1705 Woodcrest Avenue, Corsicana, TX, 75110
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$233.19
- View possible match →
Perrin, Charles
801 East Nasa Road Apt 2402, Webster, TX, 77598
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$230.19
- View possible match →
Koehler, Henry
904 Odell Way, Los Altos, CA, 94024
Held by Morningstar Inc
Refunds due
$215.00
- View possible match →
Wedbush, Morgan Securities
416 B Street Suite D, Santa Rosa, CA, 95401
Held by Morningstar Inc
Refunds due
$212.40
- View possible match →
Simcoe, George
PO Box 201750, Austin, TX, 78720
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$210.94
- View possible match →
Columbia Funds
11688 Bellagio Road, Los Angeles, CA, 90049
Held by Morningstar Inc
Refunds due
$204.95
- View possible match →
Lehr, W
1300 Sycamore Falls Way, Marble Falls, TX, 78654
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$204.35
- View possible match →
Columbia Funds
3412 City Lights Drive, Aliso Viejo, CA, 92656
Held by Morningstar Inc
Refunds due
$204.01
- View possible match →
Rosini, Dennis
11114 Grader Street, Dallas, TX, 75238
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$203.72
- View possible match →
Atwell, Anthony
4015 Lemmon Avenue Suite ####-###, Dallas, TX, 75219
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$195.88
- View possible match →
Davis, Scott
7004 Vista Olas, Carlsbad, CA, 92009
Held by Morningstar Inc
Refunds due
$191.71
- View possible match →
Meyers, Wendy
777 East Wisconsin Avenue, Milwaukee, WI, 53202
Held by Morningstar Inc
Refunds due · Reported 2007
$176.50
- View possible match →
Frydendall, Vern
2057 South 2OTH, San Angelo, TX, 76902
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$176.39
- View possible match →
Long, Robert
2027 Enterprise Avenue, League City, TX, 77573
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$170.81
- View possible match →
Bank Of America
PO Box 830151, Dallas, TX, 75283
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$168.93
- View possible match →
Coumarianos, John
935 North Wilcrest Drive Apt 4113, Houston, TX, 77079
Held by Morningstar Inc
Dividend (SC01) · Reported 2021
$168.63
- View possible match →
Travis Wolff And Company
9901 Ih 10 Suite 500, San Antonio, TX, 78230
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$167.79
- View possible match →
Zebker, Philip
376 Shamrock Drive, Ventura, CA, 93003
Held by Morningstar Inc
Vendor checks
$166.42
- View possible match →
Doud, Don
5701 Crestridge Road F10, Rancho Palos Verdes, CA, 90275
Held by Morningstar Inc
Refunds due
$165.83
- View possible match →
Koors, Nancy
38 Laconheath Avenue, Novato, CA, 94949
Held by Morningstar Inc
Refunds due
$165.00
- View possible match →
McLarnon, Richard
912 Street Lukes Drive, Richardson, TX, 75080
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$164.34
- View possible match →
Harrington, Mj
1535 Barley Grain Road, Palm Desert, CA, 92260
Held by Morningstar Inc
Refunds due
$161.20
- View possible match →
Medina, Raquel
3322 Allen Way, Santa Clara, CA, 95051
Held by Morningstar Inc
Refunds due
$158.41
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Purtell, Dwight
PO Box 8833, Horseshoe Bay, TX, 78657
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$158.24
- View possible match →
Eaneman, Robert
4499 Kittiwake Way, Oceanside, CA, 92057
Held by Morningstar Inc
Refunds due
$149.25
- View possible match →
Bank Of The West
4400 Macarthur Boulevard Suite 400, Newport Beach, CA, 92660
Held by Morningstar Inc
Unidentified remittances
$148.25
- View possible match →
Ventyx
512 West 30th Street, Houston, TX, 77018
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$146.14
- View possible match →
Baird, Robert W
777 East Wisconsin, Milwaukee, WI, 53202
Held by Morningstar Inc
Refunds due · Reported 2007
$143.25
- View possible match →
Raj, Shiwach MD Pa
406 Normandy Lane, Heath, TX, 75032
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$142.71
- View possible match →
Roberts, Sherrie
9229 Waterford Ctr, Austin, TX, 78758
Held by Morningstar Inc
Refund due (MS11) · Reported 2015
$137.50
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Vance, Eaton
3182 Campus Drive Suite 311, San Mateo, CA, 94403
Held by Morningstar Inc
Refunds due
$136.67
- View possible match →
Bruny, Stephen
PO Box 239, Madera, CA, 93639
Held by Morningstar Inc
Refunds due
$133.34
- View possible match →
Rice University
PO Box 1892, Houston, TX, 77251
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$132.00
- View possible match →
Voigt, Gaines
7 Sherborne Wood, San Antonio, TX, 78218
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$130.80
- View possible match →
Fendon, Thaddeus
1250 East Grand Avenue, Arroyo Grande, CA, 93420
Held by Morningstar Inc
Refunds due
$130.38
- View possible match →
Dollar, W
1635 Van Horne Lane, Redondo Beach, CA, 90278
Held by Morningstar Inc
Refunds due
$129.00
- View possible match →
Armerust, Charles
5353 Memorial Drive Unit 208, Houston, TX, 77077
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$127.12
- View possible match →
Holland, Robert
PO Box 191948, Dallas, TX, 75219
Held by Morningstar Inc
Refund due (MS11) · Reported 2022
$126.85
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Mc, Kee Bill
7407 Ashland Drive, Amarillo, TX, 79119
Held by Morningstar Inc
Refund due (MS11) · Reported 2023
$125.88