Patrick Michael Strausbaugh

Current Employers

Oak Investments, Llc

800 W. University Drive Suite B, Rochester, MI 48307 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-08-19

MI RA
APPROVED

Since 2025-08-19

Branch Locations

800 W. University Drive Suite B, Rochester, MI 48307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pruco Securities Corp	Birmingham	MI	06/2004	Present
Calvin Zara Insurance Agency	Birmingham	MI	06/2004	Present
Oak Cpas Pllc	Rochester	MI	08/2022	Present
Jenkins, Magnus, Volk And Carroll	Bloomfield Hills	MI	12/2007	08/2022

06/2004 → Present

Pruco Securities Corp

Birmingham, MI
06/2004 → Present

Calvin Zara Insurance Agency

Birmingham, MI
08/2022 → Present

Oak Cpas Pllc

Rochester, MI
12/2007 → 08/2022

Jenkins, Magnus, Volk And Carroll

Bloomfield Hills, MI

Other Businesses

APPOINTED TO OUTSIDE CARRIERS TO CONDUCT OUTSIDE INSURANCE BUSINESS.CALVIN ZARA INSURANCE AGENCY, LLC - D/B/A - 21ST CENTURY FINANCIAL SERVICES - INSURANCE AGENCY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-19
S63	Uniform Securities Agent State Law Examination	2001-07-12

S65 Uniform Investment Adviser Law Examination

2025-08-19
S63 Uniform Securities Agent State Law Examination

2001-07-12

View on SEC IAPD

Current Employers

Oak Investments, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews