Michael Roy Lewis

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 07/2022
  Charles Schwab & Co., Inc.
  Westlake, TX
• 09/2019 → Present
  Uber
  Dallas, TX
• 01/2019 → 04/2024
  D&M Collaboration Llc
  Irving, TX
• 09/2018 → Present
  Lyft
  Dallas, TX
• 06/2011 → 07/2019
  Innovative Staffing
  Irving, TX
• 05/2018 → 06/2019
  J.B. Hunt
  Farmers Branch, TX
• 03/2017 → 02/2019
  News America Marketing
  Dallas, TX
• 10/2017 → 01/2018
  Schwan's Consumer Brands
  Denton, TX
• 06/2017 → 08/2017
  Brent Holtz - State Farm Insurance Agent
  Dallas, TX
• 02/2017 → 05/2017
  Mean Green Central Grill
  Denton, TX
• 02/2017 → 03/2017
  Quick Turn Merchandising
  Fort Worth, TX
• 10/2016 → 10/2016
  Bookedout
  Arlington, TX
• 10/2015 → 10/2016
  Fastenal
  Denton, TX
• 08/2022 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irving, TX
• 08/2022 → 07/2025
  Bank Of America N.A.
  Irving, TX
• 07/2026 → Present
  Tiaa
  Frisco, TX
• 07/2026 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 05/2025 → Present
  Delight Dispensing Llc
  Duncanville, TX

Previous Registrations

• 2022-09-27 → 2025-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bedford, TX
  Irving, TX
  Frisco, TX
  Irving, TX
  Irving, TX
  Irving, TX
  Irving, TX
  Irving, TX
  Irving, TX
• 2021-12-11 → 2022-08-11
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Westlake, TX

Other Businesses

(1) Name: Delight Dispensing LLC Position: Managing Member Nature: Delight Dispensing LLC is a vending and mini market service company that services businesses by supplying, refilling, and servicing these vending machines and mini markets with kiosks in their place of business. Investment Related: No Hours: 16 Securities Trading Hours: 0 Start Date: 05/22/2025 Address: 706 Kensington Dr, Duncanville TX 75137, United States Description: I handle administrative duties for the company as well as sales, operations, and servicing the vending locations. (2) Name: Uber Position: Driver Nature: Ridesharing and food delivery service company Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 09/01/2019 Address: 1725 Third Street, San Francisco CA 94158, United States Description: Delivering clients and food/items via the delivery app. (3) Name: Lyft Position: Driver Nature: Driving Platform to provide ride sharing services. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 09/01/2018 Address: 185 Berry Street, Suite 400,, San Francisco CA 94107, United States Description: Driving customers to their destinations

Exams

• S66 Uniform Combined State Law Examination
  2021-12-10
• S63 Uniform Securities Agent State Law Examination
  2020-05-06

Other Names

• Michael Roy Lewis
• Michael Lewis
• Mike Lewis