Unclaimed property directory
Tax-Mgd Eqty Asset Allocation Unclaimed Property
Browse possible unclaimed-property accounts associated with Tax-Mgd Eqty Asset Allocation, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 249
- Total reported
- $164,675
- Largest account
- $26,873.44
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.
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Barney, Smith
Acct Acquisitions Dept 4th Flo 3700 West Sam Houston Parkway South Suite, Houston, TX, 77042
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Barry W Fain & Evan Fain Trustu/a Dtd 10
Mutual fund shares (SC16) · Reported 2022
$26,873.44
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Barry W Fain & Evan Fain Trustu/a Dtd 10
Acct Acquisitions Dept 4th Flo 3700 West Sam Houston Parkway South Suite, Houston, TX, 77042
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Barney, Smith
Mutual fund shares (SC16) · Reported 2022
$26,873.44
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Ramos, Fe Dalida
5412 Freestone Circle, Dallas, TX, 75227
Held by Tax-Mgd Eqty Asset Allocation
Traditional IRA — mutual funds (IR02) · Reported 2020
$25,169.32
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Hermann, George
930 Karos Street, Houston, TX, 77024
Held by Tax-Mgd Eqty Asset Allocation
Mutual fund shares (SC16) · Reported 2020
$11,547.69
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Beneficiaries, On File
7020 Shannon Road, Mesquite, TX, 75181
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Rose, Margaret
Mutual fund shares (SC16) · Reported 2023
$7,918.17
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Rose, Margaret
7020 Shannon Road, Mesquite, TX, 75181
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Beneficiaries, On File
Mutual fund shares (SC16) · Reported 2023
$7,918.17
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Chenault, Charles B
PO Box 15068, San Antonio, TX, 78212
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2017
$7,287.29
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Ramos, Fe Dalida
5412 Freestone Circle, Dallas, TX, 75227
Held by Tax-Mgd Eqty Asset Allocation
Traditional IRA — mutual funds (IR02) · Reported 2020
$6,188.67
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Hynes, Nancy
#### West Berry Street Suite ###, Fort Worth, TX, 76109
Held by Tax-Mgd Eqty Asset Allocation
Traditional IRA — mutual funds (IR02) · Reported 2019
$5,768.98
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Roetter, Joyce G
C/a Harris Hospital 5423 Wigton, Houston, TX, 77096
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2012
$3,401.84
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Lindley, V
#### Memorial Drive Apt B###, Bryan, TX, 77802
Held by Tax-Mgd Eqty Asset Allocation
Mutual fund shares (SC16) · Reported 2019
$2,525.76
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Carter, Jennilee
5500 Southwest 9th Avenue, Amarillo, TX, 79106
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2023
$2,500.00
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Carter, Jennilee
5500 Southwest 9th Avenue, Amarillo, TX, 79106
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2023
$2,500.00
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Harlan, Zill I
204 Anders Street, Marlin, TX, 76661
Held by Tax-Mgd Eqty Asset Allocation
Mutual fund shares (SC16) · Reported 2015
$1,825.19
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Nance, Robert
#### South Old Orchard Lane Apt ###, Lewisville, TX, 75067
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2018
$1,818.25
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Cox, W W
3208 Gary Drive, Plano, TX, 75023
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Yowell, Rosemary
Dividend (SC01) · Reported 2011
$1,227.76
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Yowell, Rosemary
3208 Gary Drive, Plano, TX, 75023
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Cox, W W
Dividend (SC01) · Reported 2011
$1,227.76
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Fiserv Investor Services Inc
1900 Street James Place Suite 200, Houston, TX, 77056
Held by Tax-Mgd Eqty Asset Allocation
Unpaid commission (MS02) · Reported 2011
$1,185.53
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Blair, Blanche S
6800 Benito Court, Fort Worth, TX, 76126
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2017
$912.74
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Wilson, Margaret
1618 Hillcrest Street, Amarillo, TX, 79106
Held by Tax-Mgd Eqty Asset Allocation
Mutual fund shares (SC16) · Reported 2021
$620.84
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Hayes, Isabel S
701 Center Ridge Drive Apt 318, Austin, TX, 78753
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2014
$586.95
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Ray, James
3823 Childress Street, Houston, TX, 77005
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2011
$456.48
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Smith, Kay C
5902 Vandemere Drive, Corpus Christi, TX, 78414
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2015
$422.00
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Fimi Securities Inc
450 Gears Road Suite 770, Houston, TX, 07067
Held by Tax-Mgd Eqty Asset Allocation
Unpaid commission (MS02) · Reported 2011
$395.43
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Hoffmann, Helen
3657 Stratford Avenue, Dallas, TX, 75205
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Hoffmann, Theodore
Dividend (SC01) · Reported 2021
$378.30
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Hoffmann, Theodore
3657 Stratford Avenue, Dallas, TX, 75205
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Hoffmann, Helen
Dividend (SC01) · Reported 2021
$378.30
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Nance, Robert
#### South Old Orchard Lane Apt ###, Lewisville, TX, 75067
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2020
$366.68
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Johnson, Eric
17424 Woods Drive, New Caney, TX, 77357
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2021
$334.04
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Ritchie, Carolyn
10 Dovewood Place, The Woodlands, TX, 77381
Held by Tax-Mgd Eqty Asset Allocation
Mutual fund shares (SC16) · Reported 2020
$318.11
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Skodack, Terry
1267 Rock Gate Road, Bartonville, TX, 76226
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2013
$280.34
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Large, Bradley
##### Fm #### #, San Antonio, TX, 78266
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Large, Aviana
Dividend (SC01) · Reported 2020
$273.82
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Large, Aviana
##### Fm #### #, San Antonio, TX, 78266
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Large, Bradley
Dividend (SC01) · Reported 2020
$273.82
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Martin, Steve C
1006 Normandy Drive, Southlake, TX, 76092
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2011
$270.29
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Harlan, Zill I
204 Anders Street, Marlin, TX, 76661
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2011
$266.54
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Odenbrett, Robert J
#### Glen Lakes Drive Apt# ###, Dallas, TX, 75231
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Odenbrett, II Robert J
Dividend (SC01) · Reported 2012
$218.65
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Odenbrett, II Robert J
#### Glen Lakes Drive Apt# ###, Dallas, TX, 75231
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Odenbrett, Robert J
Dividend (SC01) · Reported 2012
$218.65
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Institutional Securities Corp
#### Oak Lawn Avenue Suite ###, Dallas, TX, 75219
Held by Tax-Mgd Eqty Asset Allocation
Unpaid commission (MS02) · Reported 2022
$217.36
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Nourse, Sarah V
Box 1187, Eagle Pass, TX, 78853
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2011
$212.97
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Smith, Robin
3522 Quail Crest Street, Grapevine, TX, 76051
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Smith, Christopher J
Dividend (SC01) · Reported 2013
$206.63
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Smith, Christopher J
3522 Quail Crest Street, Grapevine, TX, 76051
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Smith, Robin
Dividend (SC01) · Reported 2013
$206.63
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Carter, Ernie
6208 Meadowmere, Arlington, TX, 76001
Held by Tax-Mgd Eqty Asset Allocation
Roth IRA — cash (IR05) · Reported 2021
$195.58
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Southwest Bank
760 Hunter Drive, Azle, TX, 76020
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Underwood, II Jackie
Dividend (SC01) · Reported 2020
$193.69
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Underwood, II Jackie
760 Hunter Drive, Azle, TX, 76020
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Southwest Bank
Dividend (SC01) · Reported 2020
$193.69
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Stanley, Rob
#### Fm #### North, Sulphur Springs, TX, 75482
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2019
$191.94
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Harlan, Zill I
204 Anders Street, Marlin, TX, 76661
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2012
$190.35
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Burkett Family Trust U A Dtd 05 The
7909 Bridlewood Drive, North Richland Hills, TX, 76182
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2016
$183.93
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Burkett, Betty J
7909 Bridlewood Drive 80487, North Richland Hills, TX, 76182
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2016
$183.93
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Butler, Imogene
##### County Road # ###, Mathis, TX, 78368
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Butler, Philip
Stock or bond liquidation/redemption funds (SC13) · Reported 2022
$183.55
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Butler, Philip
##### County Road # ###, Mathis, TX, 78368
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Butler, Imogene
Stock or bond liquidation/redemption funds (SC13) · Reported 2022
$183.55
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Harlan, Zill I
204 Anders Street, Marlin, TX, 76661
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2015
$174.81
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Watson, Leatha B
8922 Roaring Spgs, Universal City, TX, 78148
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Watson, JR Roy
Dividend (SC01) · Reported 2013
$160.96
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Watson, JR Roy
8922 Roaring Spgs, Universal City, TX, 78148
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Watson, Leatha B
Dividend (SC01) · Reported 2013
$160.96
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Nihart, Martha E
614 Mayrant Drive, Dallas, TX, 75224
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2011
$158.47
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Harlan, Zill I
204 Anders Street, Marlin, TX, 76661
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2014
$149.37
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Rahal, Ann J
2307 Sinclair, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Ann J Rahal Rev Tr
Dividend (SC01) · Reported 2012
$143.20
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Ann J Rahal Rev Tr
2307 Sinclair, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Rahal, Ann J
Dividend (SC01) · Reported 2012
$143.20
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Harlan, Zill I
204 Anders Street, Marlin, TX, 76661
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2015
$138.44
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Parke, Balding Miriam
#### Buffalo Speedway Apt ####, Houston, TX, 77005
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2014
$137.33
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Hall, Anna
9102 Vicksburg Avenue Unit 22, Lubbock, TX, 79424
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2020
$133.93
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Henry, Linda
12010 Cedar Gully Road, Baytown, TX, 77523
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2020
$131.26
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Sunbelt Securities Inc
#### Post Oak Boulevard #####, Houston, TX, 77056
Held by Tax-Mgd Eqty Asset Allocation
Unpaid commission (MS02) · Reported 2022
$130.97
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Rahal, Ann J
2307 Sinclair, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2011
$130.27
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Westin, Anne B
PO Box 915, Wimberley, TX, 78676
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2016
$116.11
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Nance, Robert
#### South Old Orchard Lane Apt ###, Lewisville, TX, 75067
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2018
$116.10
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Ann J Rahal Rev Tr U A Dtd 06 19 96
2824 Haynes Drive, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Rahal, Ann J
Dividend (SC01) · Reported 2015
$112.78
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Rahal, Ann J
2824 Haynes Drive, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Ann J Rahal Rev Tr U A Dtd 06 19 96
Dividend (SC01) · Reported 2015
$112.78
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Rahal, Ann J
2307 Sinclair, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Ann J Rahal Rev Tr
Dividend (SC01) · Reported 2013
$112.39
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Ann J Rahal Rev Tr
2307 Sinclair, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Rahal, Ann J
Dividend (SC01) · Reported 2013
$112.39
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Slaghter, Carolyn B
3306 Bryn Mawr, Dallas, TX, 75225
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2011
$108.86
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Slaghter, Carolyn B
3306 Bryn Mawr, Dallas, TX, 75225
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2012
$108.86
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Nihart, Martha
614 Mayrant Drive, Dallas, TX, 75224
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2019
$106.27
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Walter R Weeks Trust
11239 Park Central Place, Dallas, TX, 75230
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Weeks, Walter R
Dividend (SC01) · Reported 2014
$101.85
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Weeks, Walter R
11239 Park Central Place, Dallas, TX, 75230
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Walter R Weeks Trust
Dividend (SC01) · Reported 2014
$101.85
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Weeks, Walter R
11239 Park Central Place, Dallas, TX, 75230
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Walter R Weeks Trust
Dividend (SC01) · Reported 2013
$98.63
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Walter R Weeks Trust
11239 Park Central Place, Dallas, TX, 75230
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Weeks, Walter R
Dividend (SC01) · Reported 2013
$98.63
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Prointegrity
1125 Judson Road Suite 182, Longview, TX, 75601
Held by Tax-Mgd Eqty Asset Allocation
Unpaid commission (MS02) · Reported 2012
$97.77
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Fischbach, Arie L
17147 Summer Hollow Drive, Sugar Land, TX, 77478
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Fischbach, Sharon R
Dividend (SC01) · Reported 2013
$97.60
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Fischbach, Sharon R
17147 Summer Hollow Drive, Sugar Land, TX, 77478
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Fischbach, Arie L
Dividend (SC01) · Reported 2013
$97.60
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Yowell, Rosemary A
3208 Gary Drive, Plano, TX, 75023
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2015
$97.41
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Ann J Rahal Rev Tr
2824 Haynes Drive, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Rahal, Ann J
Dividend (SC01) · Reported 2014
$93.33
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Rahal, Ann J
2824 Haynes Drive, Midland, TX, 79705
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: Ann J Rahal Rev Tr
Dividend (SC01) · Reported 2014
$93.33
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Wadleigh, Fred
PO Box 493, Seguin, TX, 78156
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2019
$91.55
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Family Practice Associates Pa
220 Wesley Drive, Kerrville, TX, 78028
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2012
$88.11
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Turnbull, Cathy J
1288 North Bagley Street Trlr 65, Dallas, TX, 75211
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2017
$85.82
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McCornack, David
603 Half Moom Cv, Austin, TX, 78746
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: McCornack, Jamie
Dividend (SC01) · Reported 2015
$85.14
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McCornack, Jamie
603 Half Moom Cv, Austin, TX, 78746
Held by Tax-Mgd Eqty Asset Allocation
Co-owner on this record: McCornack, David
Dividend (SC01) · Reported 2015
$85.14
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Turnbull, Cathy J
1288 North Bagley Street Trlr 65, Dallas, TX, 75211
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2017
$83.05
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Turnbull, Cathy J
1288 North Bagley Street Trlr 65, Dallas, TX, 75211
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2017
$83.05
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Myers, Susan
3406 Sheldon Drive, Pearland, TX, 77584
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2014
$82.91
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Prointegrity
1125 Judson Road Suite 182, Longview, TX, 75601
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2014
$82.83
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Wolfe, JR Joab
9204 Leaside Drive, Dallas, TX, 75238
Held by Tax-Mgd Eqty Asset Allocation
Co-owners on this record: Wolfe, Ellen N, Wolfe Family Revocable Living Tr
Dividend (SC01) · Reported 2012
$82.72
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Wolfe, Ellen N
9204 Leaside Drive, Dallas, TX, 75238
Held by Tax-Mgd Eqty Asset Allocation
Co-owners on this record: Wolfe Family Revocable Living Tr, Wolfe, JR Joab
Dividend (SC01) · Reported 2012
$82.72
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Wolfe Family Revocable Living Tr
9204 Leaside Drive, Dallas, TX, 75238
Held by Tax-Mgd Eqty Asset Allocation
Co-owners on this record: Wolfe, Ellen N, Wolfe, JR Joab
Dividend (SC01) · Reported 2012
$82.72
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Wolfe, JR Joab
9204 Leaside Drive, Dallas, TX, 75238
Held by Tax-Mgd Eqty Asset Allocation
Co-owners on this record: Wolfe, Ellen N, Wolfe Family Revocable Living Tr
Dividend (SC01) · Reported 2013
$82.15
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Wolfe, Ellen N
9204 Leaside Drive, Dallas, TX, 75238
Held by Tax-Mgd Eqty Asset Allocation
Co-owners on this record: Wolfe Family Revocable Living Tr, Wolfe, JR Joab
Dividend (SC01) · Reported 2013
$82.15
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Wolfe Family Revocable Living Tr
9204 Leaside Drive, Dallas, TX, 75238
Held by Tax-Mgd Eqty Asset Allocation
Co-owners on this record: Wolfe, Ellen N, Wolfe, JR Joab
Dividend (SC01) · Reported 2013
$82.15
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Prointegrity
#### Judson Road ####, Longview, TX, 75601
Held by Tax-Mgd Eqty Asset Allocation
Unpaid commission (MS02) · Reported 2013
$81.27
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Prointegrity
1125 Judson Road Suite 182, Longview, TX, 75601
Held by Tax-Mgd Eqty Asset Allocation
Dividend (SC01) · Reported 2014
$81.16
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Wolfe, JR Joab
9204 Leaside Drive, Dallas, TX, 75238
Held by Tax-Mgd Eqty Asset Allocation
Co-owners on this record: Wolfe, Ellen N, Wolfe Family Revocable Living Tr
Dividend (SC01) · Reported 2012
$81.04
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Wolfe, Ellen N
9204 Leaside Drive, Dallas, TX, 75238
Held by Tax-Mgd Eqty Asset Allocation
Co-owners on this record: Wolfe Family Revocable Living Tr, Wolfe, JR Joab
Dividend (SC01) · Reported 2012
$81.04