Unclaimed property directory
Unclaimed property held by Morningstar Investment Services LLC
Browse possible unclaimed-property accounts associated with Morningstar Investment Services LLC, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 208
- Total reported
- $6,337
- Largest account
- $1,407.63
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.
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Bnym I S Trust Co
38 Bell Waver Way, Oakland, CA, 94619
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$1,407.63
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Berthel, Shirley L
38 Bell Waver Way, Oakland, CA, 94619
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$1,407.63
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Berthel, K. Lee
38 Bell Waver Way, Oakland, CA, 94619
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$1,407.63
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Steve, De Graaf Ttee
Marilyn R Kennedy Crt Trust U A Dt 01 12 2006 1177 Norwegi, Modesto, CA, 95350
Held by Morningstar Investment Services LLC
Funds for liquidation
$1,161.50
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Rey J And Hannah H Nakagi Ttees
Rey J Hannah H Nakagi Family Dt 04 24 1990 2093 Caspian Avenue, Long Beach, CA, 90810
Held by Morningstar Investment Services LLC
Funds for liquidation
$93.16
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Craig, M Scherfenberg Ttee
C Scherfenberg P Paskov Rev 1100 Lincoln Village Circle 2 Paula Paskov Ttee, Larkspur, CA, 94939
Held by Morningstar Investment Services LLC
Funds for liquidation
$85.17
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Josephine, Pericoli Ttee
The Pericoli Trust U A Dt 04 21 1992 965 Neilson, Albany, CA, 94706
Held by Morningstar Investment Services LLC
Funds for liquidation
$68.43
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Eugene, Van Den Vrijhoef
Bnym I South Trust Co Cust Rollove 13730 Via Del Palma No 40, Whittier, CA, 90602
Held by Morningstar Investment Services LLC
Funds for liquidation
$61.85
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Johan Langewis And Mirtha Ninayahuar Tte
The Langewis Ninayahuar Family Dtd 11 20 1997 6759 Aitken Dri, Oakland, CA, 94611
Held by Morningstar Investment Services LLC
Funds for liquidation
$50.59
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Noriko, Kameda TOD
Chikako Kameda Subject To Sta TOD Rules 4062, San Diego, CA, 92130
Held by Morningstar Investment Services LLC
Funds for liquidation
$43.52
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Celia, M Ruiz Ttee
Celia M Ruiz Trust Dtd 08 15 1 2000 Powell Street Suite 1655, Emeryville, CA, 94608
Held by Morningstar Investment Services LLC
Funds for liquidation
$40.73
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Russell, L Woodruff Ttee
Shirley C Woodruff Trust Dtd 11 11 1997 1321 Carpenter, La Habra, CA, 90631
Held by Morningstar Investment Services LLC
Funds for liquidation
$36.83
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Donald, R Allen Ttee
Candace Lynette Allen Ttee Allen Family Trust U A Dt, Watsonville, CA, 95076
Held by Morningstar Investment Services LLC
Funds for liquidation
$29.76
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David & Gayle Silverman Ttees
David Gayle Silverman Family Dtd 07 17 2002 1380 Opechee Wa, Glendale, CA, 91208
Held by Morningstar Investment Services LLC
Funds for liquidation
$28.04
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Bnym I S Trust Co Cust Sep IRA
FBO Thomas A Ambrose 2502 Troon Court, Fairfield, CA, 94533
Held by Morningstar Investment Services LLC
Funds for liquidation
$24.29
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Donald, R Allen Ttee
Candace Lynette Allen Ttee Allen Family Trust U A Dt 12, Watsonville, CA, 95076
Held by Morningstar Investment Services LLC
Funds for liquidation
$23.28
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Madeleine, Pratte
3448 Lochinvar Avenue, Santa Clara, CA, 95051
Held by Morningstar Investment Services LLC
Funds for liquidation
$21.67
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Daniel, O Sorenson TOD
Daniel O Sorenson Aya Imai R Subject To Sta TOD Rules 11092, Los Alamitos, CA, 90720
Held by Morningstar Investment Services LLC
Funds for liquidation
$18.88
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David, B Meador
Louanne Kroell Meador Jt Ten Wros 2828 North Redondo Avenue, Camarillo, CA, 93012
Held by Morningstar Investment Services LLC
Funds for liquidation
$17.02
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Howard, Meibach
Nancy Gimbrone Comm Prop With Rights Of Survi, Santa Monica, CA, 94040
Held by Morningstar Investment Services LLC
Funds for liquidation
$16.08
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Julie, Wong
1100 44th Street, Sacramento, CA, 95819
Held by Morningstar Investment Services LLC
Funds for liquidation
$15.81
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Robert W & Colleen Haas Ttees
Haas Family Revocable Trust U A Dt 08 07 1998 824 Sierra O, Sacramento, CA, 95864
Held by Morningstar Investment Services LLC
Funds for liquidation
$14.83
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Steve, De Graaf Ttee
Marilyn R Kennedy Crt Trust U A Dt 01 12 2006 1177 Norwegi, Modesto, CA, 95350
Held by Morningstar Investment Services LLC
Funds for liquidation
$14.69
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Npc
401 Wilshire Boulevard 11th Floor, Santa Monica, CA, 90401
Held by Morningstar Investment Services LLC
Funds for liquidation
$13.71
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Sangetta, Rick G
2928 Lansford Avenue, San Jose, CA, 95125
Held by Morningstar Investment Services LLC
Funds for liquidation
$13.04
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Bnym I S Trust Co Cust Beneficiary IRA
FBO Kevin C Morrison Beneficiary Of Peggy M Morriso, Hayward, CA, 94544
Held by Morningstar Investment Services LLC
Funds for liquidation
$12.96
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James, M Phillips Ttee
Marjorie Mitchell Trust Trust U A Dt 08 28 1980 1650 Cebrian, West Sacramento, CA, 95691
Held by Morningstar Investment Services LLC
Funds for liquidation
$12.25
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North Valley Community Foundation
Alexa Valavanis 3120 Cohasset Road Suite 8, Chico, CA, 95973
Held by Morningstar Investment Services LLC
Funds for liquidation
$12.18
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Bnym I S Trust Co
3375 Parkgate Court, Richmond, CA, 94806
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$11.58
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Baisley, Carl
3375 Parkgate Court, Richmond, CA, 94806
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$11.58
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The Alhambra Woman S Club
Shirley Sinclair P O Box 486, Alhambra, CA, 91802
Held by Morningstar Investment Services LLC
Funds for liquidation
$10.95
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Bnym I S Trust Co Cust Rollover IRA
FBO Wendy R Kamin 7 Circle Way, Mill Valley, CA, 94941
Held by Morningstar Investment Services LLC
Funds for liquidation
$8.71
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Mark, Robbins
20936 Amie Avenue 4, Torrance, CA, 90503
Held by Morningstar Investment Services LLC
Funds for liquidation
$7.64
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Richard, J Baker
21045 Castle Rock Road, Yorba Linda, CA, 92886
Held by Morningstar Investment Services LLC
Funds for liquidation
$7.24
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Bnym I S Trust Co Cust Rollover IRA
FBO Jaime Ash 3668 Magellan Avenue, Santa Clara, CA, 95051
Held by Morningstar Investment Services LLC
Funds for liquidation
$6.96
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Bnym Is Trust Co Cust IRA
FBO The Doris H Smith Trust Be Beneficiary Of Doris H Smith 1, Santa Fe Springs, CA, 90670
Held by Morningstar Investment Services LLC
Funds for liquidation
$5.85
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Bnym I S Trust Co Cust Rollover IRA
FBO Barbara Carey 1762 North Greengrove Street, Orange, CA, 92865
Held by Morningstar Investment Services LLC
Funds for liquidation
$5.46
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Bnym I S Trust Co Cust Rollover IRA
654 Sylvan Street 3, Daly City, CA, 94014
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$5.14
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Parker, Rose
654 Sylvan Street 3, Daly City, CA, 94014
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$5.14
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Bnym Is Trust Co Cust IRA
FBO Megann Danyell Pitts Beneficiary Of David Wilson 22, Chico, CA, 95928
Held by Morningstar Investment Services LLC
Funds for liquidation
$4.90
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Mudie, Frances P
2325 Kansas Avenue #7, Santa Monica, CA, 90404
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$4.89
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Mudie, Jason H
2325 Kansas Avenue #7, Santa Monica, CA, 90404
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$4.89
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Michael, F McManus
Diane McManus JTWROS 4761 Edinburgh Drive, Carlsbad, CA, 92010
Held by Morningstar Investment Services LLC
Funds for liquidation
$4.86
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Bnym I S Trust Co Cust IRA
FBO Diane L States 6807 Ridgewood Drive, Oakland, CA, 94611
Held by Morningstar Investment Services LLC
Funds for liquidation
$4.13
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Bnym I S Trust Co Cust Rollover IRA
106 Coach Court, El Sobrante, CA, 94803
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$3.80
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Vedar, Corazon
106 Coach Court, El Sobrante, CA, 94803
Held by Morningstar Investment Services LLC
Traditional IRA - Cash
$3.80
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Jana, Cunningham TOD
Georgia Cunningham Subject To Sta TOD Rules 400 South, Orange, CA, 92868
Held by Morningstar Investment Services LLC
Funds for liquidation
$3.33
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Bnym I S Trust Co Cust Rollover IRA
FBO Gerri L Schuetz 4242 Mount Henry Avenue, San Diego, CA, 92117
Held by Morningstar Investment Services LLC
Funds for liquidation
$3.30
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Ian, Brown
Anne Brown Kreighoff Jt Ten Wros 23081 Arden Street, Lake Forest, CA, 92630
Held by Morningstar Investment Services LLC
Funds for liquidation
$3.08
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Bnym I S Trust Co Cust IRA
FBO Peter Ward 1611 Costa Brava, Shell Beach, CA, 93449
Held by Morningstar Investment Services LLC
Funds for liquidation
$3.00